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How do I add team members to my plan?

Adding users to your plan through the Manage Portal

The Quick Version

  • Log into the AVAIL Manage Portal
  • Select the Team Members tab
  • Option 1 - Add team members individually
    • Select the large + sign at the top-right of the users table
    • Enter the users email address, assign an App Role, and click Save to send an invitation to join your team
  • Option 2 - Use a shareable link to invite team members
    • Select the toggle Turn On Share Invite Link
    • Add Approved Domains
    • Send the shareable link to users

For Enterprise customers using SSO to manage users, users do not need to register to start using AVAIL. They can simply launch AVAIL and 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.


The Full Breakdown

Inviting team members to a plan is handled in the AVAIL Manage Portal, not the AVAIL Desktop application.

In order to invite team members, ensure that you are set as an Admin on the plan, and that you have created a team.

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

If you are looking for how to share a Channel with other users, visit our article on How do I share my Channel?

Creating a team in AVAIL

To create a team, select Create a New Team, towards the top-left corner of the Manage Portal. If you have already created a team, the team name will appear there instead.

                                 Create a New Team

 

Select the Team Members tab to view a table of all team members.

Team Members Tab-1

 

You can edit a team member's Admin status or App Role by selecting the Pencil icon Pencil Icon, or remove a user by selecting the Remove icon Remove User.

The App Role determines if a user is a Publisher (can create and share channels) or a Consumer (can view and access content). Selecting the '-' in App Role will make a user not be able to access the AVAIL application and will also not occupy a seat of the plan. This is a good option, for example, if you want to assign a Billing Admin which doesn't occupy one of your purchased seats.

Inviting Team Members

There are two ways to invite team members to your plan, individual invitations or by using a shareable link.

 

To add team members individually, select the large + sign at the top-right of the users table

                                Add Team Member

Next, enter the users email address, assign an App Role, and click Save to send an invitation to join your team.

                          Add New User

The team member will receive an email invitation which guides them through joining the plan!

 

To add team members using a shareable link:

  • Select the toggle Turn On Share Invite Link.
  • Add Approved Domains
  • Send the shareable link to users

Team Signup Mode-1

    When team members click on the link, they will be guided through joining the plan!


    SSO Enabled Plans

    AVAIL Enterprise customers have the option to add and manage users through their Active Directory. 

    When SSO is enabled, selecting the Team Members tab will display a message noting that the administrator has enabled Single Sign-On (SSO) for this team.

    Single sign on enabled

    Users do not need to register to start using AVAIL. They can simply launch AVAIL and 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.

    Contact your IT administrator to get users set up for Single Sign-On.