Account & Settings
Manage users and roles, security, account settings and your Avaza subscription.
- The Get Started pageUse the Get Started page to set up Avaza. It lists the setup steps for your roles and ticks off the ones you finish.
- Global search and advanced searchFind projects, tasks and chat messages from any page. Then narrow the results with advanced search.
- Can I recover deleted data?Deleting in Avaza is permanent. See how to archive, void or export your data instead of deleting it.
- 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.
- 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.
- Changing an email addressChange the email address of a team member or company contact. See who can change it and what happens next.
- Deactivating and archiving usersArchive a person who has left. They can no longer sign in, and their roles are freed for someone else.
- Are user licences available for use when someone leaves?User licences belong to your Avaza subscription, not to a person. When someone leaves, free their licence for someone new.
- Can I enter time on someone's behalf without using a licence?You can enter time for another person, but they still need the Timesheet/Expense User role. That role uses a licence even if they never sign in.
- Managing project membership for team members and external contactsAdd a person to many projects at once from their Project Membership tab. Change their rates and permissions without opening each project.
- Why can't I assign a role?Find out why a role won't save or is greyed out in Contacts. See how to add users when your subscription has no free licence left.
- Multi-factor authentication (MFA)Protect your Avaza login with a one-time code from an authentication app or email. You can also require MFA for the people in your account.
- Reset multi-factor authentication (MFA) for a userAn Administrator can reset MFA for someone who lost access to their authenticator app or MFA email. The person can then sign in and set up MFA again.
- Forgotten passwordReset your Avaza password from the sign-in page. See what to do if the reset email doesn't arrive or has expired.
- Forgotten custom account web addressYou don't need your account's own web address to sign in. Sign in at any.avaza.com and pick your account, then find its address in Avaza.
- Switch between accountsSwitch between your Avaza accounts from your avatar menu without signing out. Find out why an account might be missing from the list.
- Linking Avaza accounts to your emailYour email address is your Avaza login for every account you belong to. See how accounts get linked to it and what they share.
- Is my data safe?Find out how Avaza protects your data and where it is stored. See the settings that keep your own account secure.
- Can't open Avaza on a particular networkIf Avaza won't open on one network but works on others, that network is blocking it. Find out what to ask your ISP or IT team.
- Comparison of Avaza plansCompare the four Avaza plans and their limits. See which features need a paid plan and how the limits are counted.
- Managing an Avaza subscriptionUpgrade from your free trial and add users or storage. Change your payment details or cancel your subscription.
- Managing general settingsChange the details that apply to your whole account, such as its time zone and currency. You can also turn Avaza modules on or off.
- Adding your brand colour and logosAdd your brand colour and logos to Avaza, so the app looks like your own to your team and customers.
- Setting up taxesAdd each sales tax you charge in Settings › Tax, including taxes with several components. See when you can change or delete a tax.
- Single sign-on (SSO) and login enforcementChoose whether your team signs in with an Avaza password or with Google single sign-on. You can also allow both.
- Managing your user profileUpdate your personal details and choose which reminder emails you get. You can also manage your sign-in security, such as multi-factor authentication.
- Setting your profile picture and initialsUpload your profile picture or set the initials Avaza shows instead. Administrators can also change the pictures of team members and contacts.
- Notification settingsChoose which task and chat events Avaza notifies you about and how you get them. You can also change the notification sounds.
- Can I use Avaza in another language?Choose the language of Avaza's screens, with eight languages in beta. You can also write invoice labels and customer emails in any language.
- Track recent activity with the activity feedClick the lightning-bolt icon to see recent changes that concern you. You can filter the activity feed or mark items as read.
- Which actions appear in the activity feed?See which actions appear in the activity feed. Find out who sees each kind of activity, based on their roles and projects.
- Can I give someone access to timesheets and expenses only?Give someone only the Timesheet/Expense User role, so they can log time and expenses. They can't open projects or tasks.
- What email templates are available?See which emails Avaza writes from templates, such as invoice and reminder emails. Change their subject and wording in Settings › Email Templates.
- Whitelist Avaza email addressesStop Avaza emails going to spam by allowing the two domains Avaza sends from. See what to check when an email still doesn't arrive.
- Why can't I see the chat support bubble?To chat with Avaza support, click Help in the left menu. Find out what to do if the support panel doesn't open.
- Custom fields for projects and tasksAdd your own fields to projects and tasks. Fill them in on the forms and use them to filter and group your views.
- 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.