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

Use this article when…

• You need to give a teammate access to Avid (or restrict access).
• You need to confirm who can view invoices or update billing details.
• Invoice emails are going to the wrong person (or nobody is receiving them).
• You want to require Google, Microsoft, or Salesforce sign-in instead of email and password.

Applies to

Permission levels overview

For each platform section, you can assign one or more permissions:

• View: See available content or configurations.
• Edit: Modify configurations, input data, or update content.
• Export: Download data (for example, PowerPoint exports).

Where to manage user permissions

1. Go to Settings » Team
   Click the Settings gear in the left navigation, then open Team.
   Expected result: You see a list of team members and their access levels.
2. Edit a team member
   Find the user, click the ellipses ( … ), then select Edit Team Member.
   Expected result: You see the user’s details and access level options.
3. Choose an access level
   Select one of the following:
   1. Full Access — Full View, Edit, and Export access across Avid.
   2. View Only — View Avid features and reports, but no edits or exports.
   3. Notifications Only (No Access) — No access to Avid features, but can receive platform notifications.
   4. Custom — Set access per feature area (see below).

Require third-party sign-in (optional)

Separately from per-user access levels, organization admins can require users to sign in with Google, Microsoft, or Salesforce instead of email and password. This is an organization-wide Login Security setting on the Profile page.

1. Open organization Profile
   Go to Settings, then open the organization Profile tab.
   Expected result: You see your organization profile settings.
2. Find Login Security
   Scroll to Login Security.
   Expected result: You see the third-party login toggle.
3. Turn on the requirement
   Enable Require third-party login (Google, Microsoft, or Salesforce), then save.
   Expected result: The setting is saved for your organization.
4. Verify with a teammate
   Ask a teammate to sign out, try email and password, then sign in with Microsoft, Google, or Salesforce using the same email as their Avid user.
   Expected result: Password sign-in shows: Your organization requires you to sign in with Google, Microsoft, or Salesforce. Third-party sign-in succeeds when the emails match.

Invoices and billing permissions

Invoice visibility and invoice emails depend on both team access and personal notification settings. For a full explanation of how billing permissions and invoice delivery work together, see Invoices and Billing Permissions.

Who can view invoices and manage billing details

• A user with Full Access can view invoices and receive invoices from Avid.
• A user with Full Access can also update the billing contact and charge items to the account (where available).
• An admin manages this in Settings » Team.

How to turn billing invoice emails on or off

1. Open your profile settings
   Go to Settings and open Profile.
   Expected result: You see your profile page.
2. Find Email Notifications
   Locate Email Notification (email notification categories).
   Expected result: You see category toggles (including Billing).
3. Turn Billing notifications on or off
   Toggle Billing on to receive invoice emails, or off to stop receiving them.
   Expected result: Your billing email preference is saved for your user.

Troubleshooting: invoice emails are missing or going to the wrong person

1. Confirm team access
   In Settings » Team, verify the intended recipient has Full Access (or the access level your process requires).
   Expected result: The correct user has the correct access level.
2. Confirm Billing email notifications
   Ask the user to check Settings » Profile and verify Billing email notifications are enabled.
   Expected result: Billing notifications are on for that user.
3. Check spam/junk filters
   Have the recipient search spam/junk for recent invoice emails.
   Expected result: You confirm whether emails are being filtered.

Customizing a user’s access

With Custom access, you control permissions per feature area.

1. Benchmarks — General and seasonal benchmarks.
   • View: Access benchmark data.
   • Export: Download benchmark slides.
2. Scorecard — Performance ratings and projections across key fundraising metrics.
   • View: See scorecard data.
   • Edit: Apply custom filters to segment reporting.
3. Insights & Reports — Dashboards, presentation builder, and report pages.
   • View: Access dashboards and reports.
   • Edit: Edit goals for reports and segments.
   • Export: Generate presentations and download aggregate tables.
4. Pathways — Manage integrations with connected marketing and advertising platforms.
   • View: See connections and synced record counts.
   • Edit: Modify connections, fields, and filters.
   • Export: Create new Pathways.
5. Connections & Files — CRM, email, ad platform connections, and uploaded files.
   • 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 organization profile info and team roster.
   • Edit: Update profiles and manage team access (including invites). Edit also allows changing organization Profile settings such as Login Security.
7. Billing — Billing contacts, payment methods, and invoices.
   • View: See billing information.
   • Edit: Update billing details (where available).

What you’ll see

• Your team members have the right access for their role.
• You can confirm who can view invoices and who should receive invoice emails.
• Invoice emails match each user’s Billing notification preference.
• If Login Security is on, users sign in with Google, Microsoft, or Salesforce instead of email and password.

Best practices for user permissions

• Assign the least privilege necessary for each role.
• Grant Export only when downloads are required.
• Audit access regularly in Settings » Team.
• Use Edit sparingly for critical integrations (like Pathways and Connections).
• If you require third-party sign-in, confirm admin Microsoft/Google/Salesforce access works before you enable Login Security.

Next steps

• Invite a new teammate and assign an access level in Settings » Team.
• Have billing recipients verify Billing email notifications in Profile.
• Optionally require third-party sign-in under Settings » organization Profile » Login Security.
• If invoices are still missing, submit a support ticket with the diagnostics above.