Contacts & Customer Portal
Manage customers and contacts, and give them access to the customer portal.
- Customer portal overviewInvite your customers' contacts to Avaza. Their roles decide what they can do, such as working on tasks or paying invoices online.
- Managing contacts in AvazaAdd the companies you work with and the people who work there. Invite contacts and team members, and keep their details up to date.
- Managing users, roles and licencesAdd team members to Avaza and choose their roles. See which roles use a licence and what to do when someone leaves.
- Can I invite customers to collaborate on tasks?Give a customer's contact the Project Collaborator role and add them to a project. They can then comment on its tasks and work on them with your team.
- Can I add a contact with an email address that's already in use?Contacts at different companies can share an email address, within three rules. A team member's email address can't be shared with anyone.
- Why hasn't my teammate received their invitation?Find out why an Avaza invitation hasn't arrived and how to resend it. See what to do if the person already has an Avaza login.
- Custom fields for team members, company contacts and companiesAdd your own fields to the people and companies in Contacts. Use the fields to filter and group the Contacts page.