Tracking Plan Management
Collaboration
Managing members and roles

Members

Expand your Avo team and manage your members access by opening the workspace settings modal from the settings wheel located next to your workspace name:

Accessing workspace settings

Roles

Admins can assign roles when inviting new users as well as for existing users, excluding yourself.

Role overview:

BillingViewerEditorAdmin
View tracking plan
Pull generated code using the Avo CLI✅*
Comment
Create branches and edit tracking plan
Change branch status
Edit tracking plan rules
View members
View workspace settings
View service accounts
Manage and invite members
Manage workspace settings
Manage service accounts
View and manage billing
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* Viewers can pull code using the CLI on the team and enterprise plans. On the free plan, only editors can pull code. See details below.

Admin

Members with the Admin role can change your workspace name, publish integrations, edit other members roles, invite new members and manage service accounts. Admins can access the Audit Log, Billing page and all workspace settings. If the protected main branch config is active, Admins can override merging a branch without approval.

Editor

Members with the Editor role can:

  • Make changes to your workspace like adding events and properties, changing property values and opening new branches.
  • Pull code generated Avo Codegen using the Avo CLI.
  • View other members but can not change their roles or add new ones.
  • View service accounts but can not delete them or add new ones.
  • Edit the tracking plan audit rules.
  • Not change your workspace name.

On the Team and Enterprise plans you can limit editor edits to just branches, requiring peer approval before the changes are merged to main:

The protected main branch toggle

Viewer

Members with the Viewer role can access your workspace and comment, but cannot make any modifications and can not access workspace settings including the members and settings modal, audit log or billing page. On the team and enterprise plans, viewers have have access to pull Avo Codegen with the Avo CLI (not on free). Assign the Viewer role to a member when you want to allow them to view your tracking plan but don't want them to be able to make changes. All new plans can add an unlimited amount of Viewer users.

Billing Only

Members with a Billing Only role can only access the Billing page of the workspace. They can update payment methods and sign up for new subscriptions. Billing users are free of charge.

Codegen access for non-Editors

Editors and Admins have codegen access on all plans: free, team and enterprise. Additionally, View members have codegen access on the team and enterprise plans, charged per monthly active non-Editor pulling code. Learn more about codegen and its benefits.

Codegen access is not a role that you can be assigned to members on invite.

Legacy Roles

View Only (Legacy)

Members with the View Only role can access your workspace but cannot make any modifications and can not access workspace settings including the members and settings modal, audit log or billing page. Additionally, View Only users don't have access to pull Avo Codegen with the Avo CLI. Assign the View Only role to a member when you want to allow them to view your tracking plan but don't want them to be able to make changes. All new plans can add an unlimited amount of View Only users.

Comment Only (Legacy)

Members with a Comment Only role have the same limitations as the View Only role but can comment on events, properties, branches and more. The Comment Only role is available on plans with extended collaboration, see more (opens in a new tab).

What's next?

Now when you when you have your team in Avo it's time to learn how to collaborate.