User Permissions and Access Levels
You now have greater control over who can manage which areas of Avid.
If you have team members that just need access to data and file uploads, you can give that level of custom access.
This is particularly helpful for when you’re collaborating with external partners like agencies, consultants, and more. You can easily grant them the access level they need to best support you.
You can read more in a new Knowledge Base article that spells out all the details of how to manage user permissions:
https://kb.avidai.com/how-to-manage-users-and-permissions
And if you want to read more about how to manage your partners, you can read more here: https://kb.avidai.com/how-to-add-team-member-and-partners
File Uploader Improvements
The File Uploader now makes it easier to instantly create an audience while also troubleshooting any errors that may occur in your file upload.
- When files are uploaded, we’ll show an “Invalid” file indicator if there’s an error. Plus, you’ll see which columns don’t match when adding them to a data set.
- When you’re mapping Account IDs or Appeal Codes, we’ll let you know if it doesn’t seem to match the existing data.
- When you upload a file, you’ll see a clear button to create a new audience—making creating audiences directly from a file a breeze. We’ll also show you what percentage of your uploaded file matches your existing database, and give you the full count of how many people are in your new audience.
Pathways Audience Management
You can now bulk delete audiences from the audience manager.
New CRM Integration
We now directly integrate with Donor Dock!
