How Do I Manage User Permissions and Access Levels in Avid?

Avid is designed to manage highly sensitive data with precision and security.

To ensure that access to features, reports, and integrations is appropriately restricted and managed, Avid implements a robust user management system.

This system defines specific roles and permission tiers that govern what a user can view, edit, or export within each functional area of the platform.

Below is a comprehensive breakdown of the various sections of Avid and the permissions available for each.

Permission Levels Overview

For each platform section, users can be assigned one or more of the following permissions:

• View: See available content or configurations
• Edit: Modify configurations, input data, or update content
• Export: Download data, typically in PowerPoint or file formats

Where to Manage User Permissions

Step 1: Navigate to Settings » Team

To manage your team and user permission, click on the "Settings" gear in the left navigation. Then choose the "Team" tab at the top right.

Step 2: Choose the User

Find the user you'd like to manage. Click on the ellipses icon and then select "Edit Team Member."

Step 3:

Manage user details including their name and access level.

When managing access levels, you have 4 main options:

1. Full Access — User has full View, Edit, and Export access across all Avid features.
2. View Only — User can view all Avid features including Insights reports, Benchmarks, and more, but they cannot edit any data or export slides, presentations, or audiences.
3. Notifications Only — This user will not have access to Avid features, but they will be able to receive platform notifications. This is often best used for a billing email address that does not use Avid, but needs to receive monthly invoices.
4. Custom — Grant a custom level of access for the user across all Avid features. Read below for more detail on how to customize a user's access.

Customizing a Users' Access

When customizing a users access, you can control their permissions for each individual feature of Avid. Read below for an in-depth description of what each access level provides for each feature.

1. Benchmarks - Includes general benchmarks and seasonal benchmarks (e.g., Year-End, Social Media).
   • View: Access benchmark data.
   • Export: Download benchmark slides (e.g., PowerPoint format).
2. Scorecard - This area of Avid rates and projects your organizational performance based upon the five key fundraising metrics: Retention, Acquisition, Reactivation, Upgrade, and Awareness.
   • View: See organizational scorecard data.
   • Edit: Apply custom filters to their individual scorecard to segment performance reporting and projections.
3. Insights - This section includes dashboards, the presentation builder, and individual report pages.
   • View: Access dashboards and all reports (e.g., overall, channel-level, lifecycle, and more).
   • Edit: Edit the Goals associated with individual reports and segments.
   • Export: Generate presentations and download table of aggregate data.
4. Pathways - Used to manage integrations with connected marketing and advertising platforms.
   • View: See existing connections and the number of records synced with each audience.
   • Edit: Modify connections, fields, and filters.
   • Export: Create new Pathways.
5. Connections & Files - Manages CRM, email, and ad platform connections. This includes individual files uploaded to Avid.
   • View: See mapping and setup configurations.
   • Edit: Add or update connections and preferences.
   • Export: Download uploaded data files.
6. Settings & Team Members - Organizational settings and user management.
   • View: See organizational profile info such as fiscal year, giving levels, mission statement, and who is on the team.
   • Edit: Update profiles, upload images, set fiscal data, and manage team access. This includes inviting new team members.
7. Billing (Coming Soon) - A central hub for invoices and payment methods.

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  • View: See billing information and invoices.
  • Edit: Add new payment methods and authorize additional-cost functionality (e.g., premium Pathways).

Best Practices for User Permissions

• Assign the least privilege necessary to perform each user’s role.
• Only grant Export access when file downloads are explicitly required. The only exception is in the Insights & Reports section where you want people to be able to pull slides for their own presentations.
• Regularly audit user roles in Settings & Team Members to maintain data security.
• Use Edit permissions sparingly for critical integrations (e.g., Pathways, Connections).