How to Invite New Members to Avoma

Grow and organize your team within Avoma

If you are an Admin within your organization at Avoma, you can invite new users and build Teams within Avoma.

To invite new users:

  1. Navigate to your sidebar navigation.
  2. Click on Settings
  3. Under Organization Settings, click on Members
  4. On the top right corner of the page, click on Invite New Member.
  5. Enter their email addresses, and click on send. You will have the ability there to also select their role levels and license type!

To add users to your team specifically:

  1. Navigate to your sidebar navigation. 
  2. Click on Settings
  3. Under Organization Settings, click on Teams
  4. Click on the team you'd like to add the users to.
  5. On the top right corner of the page, click on Add Members.
  6. Enter the user's email or select from the dropdown menu of existing users.

 

Help Center Images

To help a new user learn about the use of Avoma's web app"

  1. Navigate to the the Avoma Help Center at help.avoma.com 
  2. Check out the Getting Started category. There you will find several articles relevant to new users of Avoma.
  3. Alternatively, we are happy to conduct a quick training call to cover additional functionalities or answer additional questions. Email help@avoma.com to reach your customer success manager or sales associate.