You can link an unlimited number of Avaza accounts to one email address and easily switch between different accounts. Please note if you have multiple Avaza’s accounts linked to different email id’s, you can change the email address linked to your account.
Forgotten Custom Account Web Address
The good news is you don’t need to remember your account’s unique address any more. Simply click the login link on the Avaza public website and enter your username and password. Once you’ve successfully logged in, you can view all the accounts your login has access to.
Tracking Recent Activity
Tracking recent activity on your Avaza account is easy. In the top right corner of the app screen, there is an icon that toggles the activity screen view on and off.
Managing Users & Contacts
Managing users & contacts is very simple in Avaza. This guide runs you through all the essentials of managing users & contacts.
Switch Between Accounts
Click on the User Profile icon in the top right of the app screen, and you will see an option to switch between accounts.
Forgotten Password
To change a Forgotten password, on your account log-in screen click the “Forgot” link.
What Email Templates Are Available?
There are default email templates available for your convenience. You can see these under Settings > Email Templates.
Is My Data Safe?
Most businesses wonder, “is my data safe with XYZ SaaS product”, and that is a very valid question. Avaza will always keep your data safe for you. Here’s how:
How Do I Import Data into Avaza?
There are many different ways to import data into Avaza. Contacts can easily be imported via a Google Contact import, but there are also CSV files available to import Contacts, Companies, Projects, Inventory Items, Timesheets, Expenses and Tasks.
Setting up Tax Information
Will you be charging your client’s sales tax? If yes, then you need to add the required taxes. This will assist you at tax time and keep your accountant happy. Navigate to Settings > Tax to get started.