Networking
Link with other AvaroAI organizations, connect branches, and share chosen contacts and listings for matching.
Networking
Networking lets connected branches of different AvaroAI organizations find matches for contacts and listings using contacts and listings that have explicitly been shared. It takes two steps: Directors link the organizations, then branches connect to each other.
Link organizations
A Director:
- Enables Allow networking in Organization > Profile.
- Opens Organization > Network, selects Invite, and enters the email address from the other organization’s profile.
- A Director of the receiving organization accepts the invitation.
The organization Network page shows Sent, Pending, Connected, Inactive, or Unavailable relationships. Either side can remove a link, which also removes every connection between the two organizations’ branches. A linked organization does not see any shared records until branches are connected.
Disabling networking prevents new invitations from being sent or accepted, and stops matching across every link until it is enabled again.
Connect branches
A Director or the branch’s Manager opens Networking from the menu while working in that branch, selects Connect, chooses a linked organization, and then chooses one of its branches. The connection takes effect immediately and appears on both branches’ Network pages.
Each pair of branches can be connected once, and a Director or Manager on either side can remove the connection. Archived branches cannot be connected, and archiving a branch removes its connections.
Share records
Matching in a branch draws on the shared records of every branch connected to it, as long as both organizations still allow networking. Enable Share with network on a contact or listing only for the records you want connected branches to see.
Connected branches see a shared contact’s name, but their call and email actions reach your branch’s phone and email rather than the contact.
Review shared records before enabling their Share setting, and keep private access instructions and internal notes in their dedicated fields. Network sharing and public website publication are separate controls.
