Invite your team

People join your organisation by invitation. Inviting is done from Settings, Members, and needs either the Owner role or a role with the members capability.

Sending an invitation

Open Settings, Members and choose Invite member. You give three things:

• Email address. They get an email inviting them to join. If they already have an Avitly account, they also get an in-app notification.
• Role. This decides what they can see and do. You cannot invite someone directly as Owner.
• Modules, optional. Preselect Design, Sales, Service or Planning and those modules are on their seat as soon as they accept. The dialog shows what that adds per month. Only people with billing access can preselect modules; without it, invites go out on the free base plan and modules can be added later.

Invitations are sent from a verified Avitly address and are rate limited per user, so a burst of invites may be refused temporarily.

Roles

Every organisation is seeded with six roles: Owner, Admin, Project manager, Sales, Installer and Support. They are templates, not fixtures: edit them, or add your own, from the Roles tab on the same page.

A role is a set of capabilities. Projects, quotes, plans, catalogue, customers, tasks and tickets each get none, view or edit. On top of that sit flags: whether the person can see cost and margin, whether they are limited to the projects they are assigned to, and whether they can manage members, edit settings or manage billing. The Owner role has everything and cannot be edited or deleted.

These permissions are enforced in the database, not just in the interface, so a role change takes effect immediately and completely.

Pending invitations

Invitations that have not been accepted appear under the members table. For each one you can edit the role or modules, which re-sends the email, resend it unchanged, or revoke it. The email address on an existing invitation cannot be changed; revoke it and send a new one.

Accepting

The recipient clicks the link in the email. If they do not have an account yet, they create one and land in your organisation. If they do, they can accept from the link, from the in-app notification, or from the Invitations tab under Account, where every organisation that has invited them is listed with the role and modules on offer. They can also decline from there.

Seats and cost

Modules are bought per seat, and a seat is one person. A member with no modules costs nothing and can work in the platform: projects, tasks, customers, catalogue, files and notes. Adding a paid module to someone shows the change in monthly cost before you confirm it, and you can do it straight from the Modules column on the members list rather than going to the billing page.

Removing a member frees their seat and updates your subscription quantities automatically.

Changing someone later

Change a role from the dropdown in the members table. Change modules from the Modules column. Remove someone with the row menu. Owners cannot be removed or demoted from this page.