How to invite new members to Avoma

Inviting teammates to your Avoma workspace ensures the right people get access with the right permissions, licenses, and add-ons.

This is for Admins who manage user access, billing-linked licenses, and team membership.

Use it when onboarding new employees, adding collaborators, or adjusting access at scale.

How to invite new members with workspace invites

1) Open the invite flow

1. In Avoma, go to Settings → Members.

2. Click Invite New Member (top-right).

2) Fill in invite details for each person

In the Invite New Members to Avoma dialog, complete the fields for each invitee:

1. Email: Enter their work email (for example, name@company.com).

2. Role

   • Admin — Full access to workspace settings, billing, users, and teams.

   • Member — Default for most employees; access depends on license and add-ons.

   • Guest — Very limited access; best for external collaborators or view-only use cases.

3. License

   • Basic — Free, limited functionality; suitable for light or view-only usage.

   • Organization — Paid; unlocks advanced collaboration and intelligence features.

   • You’ll see current availability (for example, Organization: 12 Remaining).

4. Teams

   • Select the team(s) they belong to (for example, Sales, Customer Success).

   • Note: New users are not automatically added to any team—assign team(s) where relevant.

5. Add-ons (only shown when an eligible base license is selected)

   • Conversation Intelligence (CI) — AI notes, coaching insights, and call analysis.

   • Revenue Intelligence (RI) — Deal risk, pipeline and forecast health, revenue insights.

   • Add-on availability is shown (for example, Conversation Intelligence: 11 Remaining).

6. (Optional) Click Add another to invite multiple members in one go.

3) Send invites

1. Review the details (role, license, teams, and any add-ons).

2. Click Send Invite.

Troubleshooting and FAQs

Why can’t I assign a license or add-on to a user?

This usually means you’ve run out of available seats.

• Check the availability shown next to the license or add-on (for example, “Remaining”).

• Reduce assigned licenses or add-ons for other users if appropriate.

• Upgrade via the Pricing page or contact your Customer Success Manager.

Why didn’t someone receive their Avoma invite email?

This is most often caused by a typo or email filtering.

• Confirm the email address is correct in Settings → Members.

• Ask the user to check their spam or junk folder and allowlist your company’s email domain if needed.

• Resend the invite from Settings → Members.

What’s next

• Confirm invitees have joined, then adjust their role, license, teams, or add-ons anytime from Settings → Members.

• Deactivate users who no longer need access from Settings → Members to free up licenses.

• For large-scale onboarding, contact your CSM or help@avoma.com about bulk import via Excel.

• Check how to set up Avoma workspace with users, roles, licenses, and teams to finish onboarding (users, roles, license assignments, and team setup in one flow).

Recap

You’ve invited new members from Settings → Members, assigned the right role, license, teams, and optional add-ons, and sent invites so they can join your Avoma workspace.