Avid empowers organizations to manage internal teams and external partners with fine-grained control over data access and permissions.
This guide outlines how to add team members and partners to have the proper access to your Avid account.
Navigating to Team Management
Step 1:
Go to the Settings section in your Avid instance.
Step 2:
Click on the Team sub-heading. Here you'll find a list of each existing partner and team member that has access to your Avid account.
-
Partners: External collaborators from other organizations or agencies.
-
Team Members: People directly invited into your organization.
Understanding Team Members vs. Partners
-
Team Members
- Directly invited individuals both within and outside of your organization.
- You can edit (name, permissions) or remove them via the options menu (vertical dot icon).
-
Partners
- Partners are a connection to external agencies or organizations that are collaborating with you in Avid.
-
- Inviting an individual associated with a Partner automatically creates a new Partner in your Avid account. The Partner will inherit the permissions granted to the individual first invited. However, this can be modified later.
- Removing a partner removes all associated users with that partner from your Avid account as well.
Adding a New Team Member
To add a team member:
-
Click on the "Add a Team Member" button.
-
Enter their first name, last name, and email address.
-
Set their notification preferences (what email alerts they’ll receive). This can be changed by the individual once they log in for the first time.
-
Assign initial access levels for various sections of the app. See the article on How to Manage Users and Permission for more details.
Editing User Access
When editing a user:
-
You can change their first and last name.
-
You cannot edit their email address. If their email changes, you will want to remove the old user and add them under the new address.
-
You can assign access levels to specific platform features.
Inviting a Partner Organization
When working with a new partner or agency:
-
Invite an individual using their email address in the same way you would add another Team Member.
-
If the partner is already in Avid, the system will recognize their email address and add them to your instance automatically.
-
The first user you invite from a new agency sets the default permission level for the Partner. However, only Partner admins will have access to your Avid account automatically.
Permission Strategies & Best Practices
-
Customizing Partner Access:
Assign permissions for your Partners per section: Scorecard, Insights, Pathways, Connections, etc. This allows you give Partners edit and export access to the specific areas of Avid where you need their collaboration. -
Insights Export Access:
We highly recommend allowing Partners to have export capabilities for Insights & Reports. This will allow them to create presentations to share new insights with you. -
Security and Privacy:
Carefully manage export and edit permissions—ensuring only essential users are able to edit critical areas of Avid.
Use Notifications Only access to limit access for non-core users. For example, this can provide accounting teams with a monthly invoice without giving them access to Avid features.
Why This Matters
Setting proper permissions ensures the right people have access to the right data—especially important when handling sensitive donor and campaign performance data. Avid’s layered access model supports secure collaboration without compromising on control or visibility.