Add & manage team members — Help

Adding a team member is a conversation with AVA, not a form. Tell her who you're adding and what they should see, and she turns it into an access policy.

Invite someone

Start with "I want to invite Sarah from our accounting team." AVA asks which platforms Sarah can access, which are restricted, whether she can build and automate or only query, and whether any data types should be off-limits.

Review before it sends

Before sending the invitation, AVA shows a plain-language summary of what the person will and won't be able to access. Correct anything wrong, then she sends it. On first login the new member gets a short onboarding conversation explaining their access.

Defaults that protect you

Financial data — QuickBooks, accounting tools, payroll — is restricted to the account owner by default. Grant it explicitly if a member needs it; the default is always restriction.

Change access later

Tell AVA "Update Sarah's access — remove Salesforce" and the change applies immediately after she confirms.

Seats are free. There are no per-seat fees — adding team members never changes your bill.