Setup: Adding Your Team

How to Add Your Team to Avid

Avid is most effective when your entire team is involved. Whether they’re a copywriter, a major gift officer, the chief development officer, or even the CEO—Avid customizes insights and reporting to be relevant for every role.

Step 1: Access Team Settings

1. Click the gear icon to open Settings.

2. Navigate to the Team tab on the far right.

Step 2: Add Team Members

1. Click the Add Team Member button.

2. Enter the following details:

   • First Name

   • Last Name

   • Email Address

3. Click Add Team Member to send an invitation.

Your team members will receive an invite to join Avid and can begin customizing their own profiles.

Step 3: Customize Notifications

Each team member can choose how they want to receive important alerts, including:

• Integration Delays – Be notified if a data connection is running behind.

• Integration Errors – Get alerts if a system isn’t syncing properly.

• Data Set Creation – A notification when new data sets are created.
• File Uploads – Get notified when new files are uploaded into Avid.
• Your Presentation Creation – A notification when the presentation you've generated is ready for download.

Adjusting these settings ensures everyone gets the right information to keep Avid running smoothly.

Next Steps

Once your team members join, they can personalize their profiles to tell Avid what’s most important to them. We’ll cover those details in the next guide. For now, take a moment to add your team and get everyone connected to Avid!

Ready to Keep Learning? Check out the next article on Helping Avid Speak Your Language »