Users

Directors manage users under Organization > Users. Each user’s access comes from their roles and permissions.

Add a user

Choose Create and enter the person’s name, an email address no other user has, their phone number, their role, and, for a Manager or Associate, their branch. The role and branch become the user’s first permission, and AvaroAI then opens their edit page.

The new user receives an email with a link to choose their password, which works once and expires after 7 days.

Seats and limits

Each active user occupies one seat. During the free trial you can create users without buying seats; once you have subscribed, add seats in Billing before creating more users than you have paid for. An organization can have up to 100 active users; contact us if you need more. If a membership change is blocked by a billing or synchronization message, resolve it in Billing before retrying.

Edit a user

Choose Edit user from their row menu. The edit page has their name, email address, and phone number, and saving does not notify them. Below is the Permissions table.

Edit user does not appear on your own row; change your own details in your account (“Use your account profile to change your own details.”).

Archive a user

Archiving a user stops them signing in, deletes their permissions, keeps the records they coordinate, and deletes their AI conversations. Their records still show them until you assign a new user. You cannot archive yourself.

Archiving a user does not free a paid seat by itself: reduce the seat count in Billing if you no longer need it.

Restore a user

Archived users are hidden from the list until you toggle Archived, and can be restored with Restore user while a seat is available, as long as no other user has taken their email address. Restoring asks for a role and, for a Manager or Associate, a branch that is not archived. That becomes the user’s only permission, and you can add more from their edit page.