Team Members and Roles: Limited Panel Access - Avosist
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TEAM MEMBERS AND ROLES

Team Members and Roles everyone with their own login, only to their own pages.

In Avosist you can give each person in your team a login with their own e-mail and password. First you define a role and tick which pages of the panel that role can open; then you add the member to that role. The member sees only the pages their role allows; you close their access whenever you want.

Start free How it works

No credit card needed. Before going live you can write to the assistant as a customer on the test screen in the panel.

IN SHORT

What are team members and roles?

Team members and roles let more than one person use a business’s panel, each with their own login and with just enough permission for their own work. There is no need to share the main account’s password.

In Avosist a role consists of a name and the panel pages that role can open. The member signs in on the normal login page with their own e-mail and password; their session opens on the main account but is limited to the pages of their role. The Team Members screen and your account profile are always closed to members.

Role
A name and the panel pages you tick: Conversations, Appointments, Reports and others.
Member
Full name, e-mail, password and a role. No invitation e-mail is sent; you give them the details.
Limit
The member sees only the pages their role opens; they cannot see team and profile settings.
Closing
When you close a member or change their password, their open sessions end.

SETUP

How do you add a team member?

Three steps. First the role, then the member.

  1. Define a role

    In the Roles section of the Team Members screen, give the role a name and tick the panel pages it can open. You can create as many roles as you need.

  2. Add the member

    With “Add member” (Üye Ekle), type the person’s full name, the e-mail they will use to sign in and their password, then choose their role. The e-mail must not belong to another Avosist account.

  3. Pass on the login details

    The member signs in on Avosist’s normal login page with their own e-mail and password and sees only the pages of their role. As no invitation e-mail is sent, you pass the details on to the person yourself.

Start free

Creating an account is free. Take the first step; the panel shows the rest one step at a time.

WHAT IT DOES

What do team and roles do in Avosist?

The four parts of sharing the panel with a team and how each is set up.

01

You give each team member their own login

You add the member with their name, e-mail and password; the person signs in to Avosist with their own details. You do not need to share the main account’s password with anyone. There is no separate limit on the number of members.

  • Their own e-mail and password
  • The main account password is not shared
  • No invitation e-mail; you pass on the details
Team MembersExample screen
  • Elif YıldızOpenCustomer Agent
  • Can DemirOpenAppointments Lead
  • Zeynep AksoyOpenMarketing

02

You tick which role opens which page

A role is a list of panel pages: Conversations, Appointments, Sales, Bulk Messages, Reports, Knowledge Base and others. You open to a role only the pages it needs for its work; for example, the appointments lead sees only Appointments.

  • Permission page by page
  • As many roles as you need
  • At least one role is needed before you add a member
RolesExample screen
  • Customer Agent2 pagesConversations · Customer Support Requests
  • Appointments Lead1 pageAppointments
  • Marketing3 pagesBulk Messages · Reports · Data Center

03

The member sees only the pages of their role

The member’s session opens on the main account, but in the menu and in the address bar they can reach only the pages of their role. The Team Members screen, your account profile and app connection approvals are always closed to members. On a page they are allowed to open, the member sees all of the account’s data on that page.

  • Team and profile settings are closed to members
  • Panel notifications also appear according to role
  • On an allowed page all of the account’s data is visible
Conversations and hand-over to the team →
Can’s panelExample screen
  • AppointmentsOpenCalendar and customer list
  • ConversationsClosedNot in their role
  • Team MembersClosedAlways closed to members

04

You close access with one click

When a member leaves the team or you want to stop their access, “Close” (Kapat) is all you need; their open sessions end. Their open sessions also close when you change their password.

  • “Close” (Kapat) ends open sessions
  • Sessions close when the password changes
  • You stop access without deleting the record
Team Members · Mert KaraExample screen
  • AccessClosedHas been closed
  • Open sessions0Ended
Try it free

To see these examples with your own information, create your account and write as a customer on the test screen.

WHO USES IT

Who uses team and roles?

Any business where more than one person uses the panel. Three typical uses:

Customer service teams

Customer asks: “Can I look at the conversations too?”

AssistantOnly Conversations and Support Requests are opened to the agent.

Salons and clinics

Customer asks: “Let reception see the calendar.”

AssistantOnly the Appointments page is opened to the reception role.

Agencies and consultants

Customer asks: “Could you give us access to the reports?”

AssistantA role that opens only Reports is defined for an outside person.

A reply written from the panel does not record which member wrote it; conversations are not assigned to members and members do not get phone notifications for customer messages.

QUESTIONS

Questions about team members and roles

In Avosist the business owner gives team members a login with their own e-mail and password; each role sets which panel pages can be opened, and a member sees only the pages of their role.

How do I add a colleague to the panel?
First you define a role on the Team Members screen and tick the pages the role can open. Then, with “Add member” (Üye Ekle), you enter the person’s name, e-mail, password and role. No invitation e-mail is sent; you pass on the login details yourself.
What can a member see?
Only the panel pages their role opens. The Team Members screen, your account profile and app connection approvals are always closed to members. On a page they are allowed to open, they see all of the account’s data on that page.
How many team members can I add?
No separate limit is set on the number of members and roles; you can add as many roles and members as you need.
How do I close a member’s access?
You choose “Close” (Kapat) on the Team Members screen; the member’s open sessions end. Their open sessions also close when you change their password.
Can I see which member replied to which customer?
No. Replies written from the panel are recorded in the name of the account; which member wrote them is not kept separately. Only for appointments is the member who made the change recorded.
Do members get notifications on their phones?
Members get phone notifications only about their own appointments; customer message notifications go to the account owner. Bell notifications in the panel appear according to the member’s role.

OTHER FEATURES

Other features in the same group

Each feature has its own page that says plainly what it does and what it does not.

Message Reports How many people wrote, on which channel, what they asked most; downloadable as Excel. Open page → Avosist Mobile App Hand-over, message, appointment and sale notices reach your phone; you reply from there. Open page →

Share the panel, not your password.

Open your account, define a role and add your first team member.

Create a free account See pricing

OFFICIAL PRODUCT SOURCE

Team members and roles information, verified by Avosist

This page describes current Avosist capabilities. Availability can depend on the connected account, platform permissions, enabled integrations and licence.

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