Invite and manage members

Invite and manage members

Avantis makes it easy for admins to invite, edit, or deactivate members on their account using the Members Module.  Below is a video as well as step by step instructions.


Video: Inviting and Managing Your Members




To invite a new member

1.     Go to the members area of Avantis

  1.   Click on Invite Members button on the upper right

2.     Enter up to 100 members’ email addresses, separated by commas

3.     Click Invite

4.     Each member will receive an email confirmation email to confirm their email address

To resend or cancel an invitation

1.     If a member has not clicked on the confirmation email link and confirmed their email address, they will have an Unverified status

2.     You may want to resend the confirmation email to them or you may want to cancel the confirmation email

3.     Click on the ellipsis at the far-right side of the row containing their name and choose Resend Confirmation

To reset or change a member’s password

1.     If a member has confirmed their email and set up a password and has subsequently forgotten their password, you can either reset the password to a randomly generated one or else change the password to one you create

2.     Click on the ellipsis at the far-right side of the row containing their name and choose either Reset Password or Change Password as desired

To deactivate a member

  1. Click on the edit icon (pencil) at the far-right side of the row containing their name
  2. In the dialogue box that pops up, toggle the Activated switch on the lower right to deactivate them

Or else:
  1. Click on the elipsis at the far-right side of the row containing their name
  2. Click on "Deactivate"

After using either method:
  1. You may choose to filter your view to only activated accounts by typing or selecting "activated" in the "Status" column of your user list

To reactivate a member

  1. Click on the edit icon (pencil) at the far-right side of the row containing their name
  2. In the dialogue box that pops up, toggle the Activated switch on the lower right to reactivate them

To edit a member’s information - including upgrading members to admins

1.     Click on the edit icon (pencil) at the far-right side of the row containing their name

2.     In the dialogue box that pops up, change any information you desire and click on Save

      3.     In specific, a member can be upgraded to a search admin or an admin using the Role field
  1. A search admin has the privilege of viewing and editing the firm's saved searches
  2. An admin has the same privileges as a search admin PLUS can deactivate and reactivate members

    • Related Articles

    • Logging in with Microsoft single sign on (SSO)

      Microsoft Single sign on (SSO) lets you use your Microsoft Office 365 / Azure account to log into Avantis. With SSO, there are no Avantis passwords to manage and users are automatically registered to Avantis the first they log in. Logging In with SSO ...

    • How to share issuer lists and result folders for Admins

      NOTE: Please start by becoming familiar with the information in this article - Sharing Lists and Folders - as all the information contained in it applies to all users, including Admins. In addition to the fact that Admins are automatically assigned ...