How Do I Invite Team Members To My Plan?

Inviting users to your plan through the Manage Portal

Follow these steps to add users to your AVAIL plan:

  1. Log into the AVAIL Manage Portal
    1. Or open the Manage Portal in the AVAIL Desktop by selecting your name (top right), then Profile & Account.
      **This option is only available on desktop v5.0

  2. Select Users from the Admin side panel menu.

  3. Then click Invite People

  4. You will now have two options to add users to your AVAIL plan. 
    1. Invite by email
    2. Invite by link

Important Note: For Enterprise customers using SSO to manage users, users do not need to register to start using AVAIL. They can simply launch AVAIL, use their SSO credentials to sign in, and an account will automatically be created for them. They will also be managed through your active directory. Learn more here.


Required Permissions

To invite people to your plan, ensure that you are set as an Admin on the plan.

If you sign in to the Manage Portal and do not see the Admin menu options, then you are currently not set as an Admin. Contact another Admin on the plan or AVAIL for support.

    Related reading: Now that you have added people to your plan, it's time to set up user groups. Find out more about setting up User Groups in this article.