Quick Start Guide: User Setup

Quick Start Guide: User Setup


This article outlines the steps to create a new user and apply permissions to the areas of the application with the User Permissions functionality being deployed July 2025.

This article covers: 
  1. How to create a user
  2. How to apply an Access Role 
  3. How to create a new Access Role 

Create a User 

1. Go to Users > User Search
2. Click Create


3. Select the correct user license. If crewmember only select the Flight Crew License. 
4. Input the user's email address, first name, last name and select homebase airport. 
It must be a valid email if user is required to set password and log into Avianis.
De-select the Send Email Invitation if not ready to invite the crew member at time of setup. If email is not valid the email will bounce. 

Apply an Access Role

Avianis provides a variety of System Default Access Roles, such as Account Admin, Crew Member, Maintenance Manager, Maintenance User, Operations Manager, Operations User, Sales Manager and Sales User. The defaults can be reviewed by going to Users > User Settings > Access Roles. The System defaults are not editable and the details to the Access for each Role can be reviewed by clicking View.
Idea
If the System Default setup is not optimal you have the option to Create an Access Role - see below for details on how. 
Info
One access role can be selected per user. 

1. To apply an existing Access Role click 'Change Role' within the User Access widget.



2. Select an option from the Access Role drop-down. Once an option is selected all application areas will preview at the bottom showing the various access levels assigned for the role selected.


2. Filters can be applied to limit access to specific tails and/or personnel throughout areas of the application. 
Alert
The areas are limited at this time, but will be expanding throughout 2025. 


3. Click Save

Create an Access Role

1. Go to Users > User Settings > Access Roles 
2. Click Create New 


3. Enter in a name and description for the Access Role.


4. Next, review the Application Areas below and adjust the level of access the new role will need. 

5. Click Save 

Notes
NOTE: The 'Will Filter By' column shows which areas of the application allows for custom filtering once the Access Role is applied to a user. 

Find out more details on additional set-up requirements for flight crew, Quick Start Guide: New Crewmember Setup

    • Related Articles

    • Quick Start Guide: Calendar

      Overview Quick Start Guide: Calendars will assist in getting your calendar set up, cover various settings and provide some helpful shortcuts to help you maximize the use of the calendar. The calendar allows for complete customization by each user. To ...

    • Quick Start Guide: Account Setup

      This article outlines how to update your company information, add personnel, aircraft, customers and vendors to your account. This article details how to: Add company information, personnel and aircraft Enable personnel profile restrictions Setup ...

    • Quick Start Guide: User Basics

      This article contains: How to customize the Aircraft Calendar Accessing and personalizing user profiles Change the username and reset password CUSTOMIZE AIRCRAFT CALENDAR Each user has the ability to customize their own calendar views. There are two ...

    • Quick Start Guide: New Crewmember Setup

      This article outlines the ideal workflow to create a new crew member in Users. This article covers: How to create a crew member Inputting essential information such as Type Rating Assignment, and Logbook Baseline times ARGUS / Wyvern Requirements ...

    • Finance Module Setup Guide

      This guide walks through the initial setup and use of the Advanced Finance module specific to managing expenses from entry to invoicing. This module allows an operation to set expense requirements and define approval workflows making certain all ...