Adding employees to ATOM gives your team access to the tools they need while keeping all work centralized and secure. Each team member receives their own login credentials and permission settings, allowing you to control who can see and do what inside the software.
Step 1: Open User Settings #
From the main navigation menu, go to Settings and select Users. This section displays everyone currently active in your ATOM account.
Step 2: Select “Invite User” #
Click the Invite User button, usually located at the top-right of the screen. This will open a form where you can enter the new employee’s information.
Step 3: Enter Employee Information #
Fill in the required fields, including:
- Name
- Email address
- Role or position (optional, for internal reference)
The email address is especially important—it will be used to send the invitation and create their login credentials.
Step 4: Set User Permissions #
Before sending the invite, choose the appropriate permission level. For example:
- Admin: Full access to all areas of ATOM.
- Staff: Limited access based on client work and assigned tasks.
- Custom: Tailored permissions for specific responsibilities.
Step 5: Send the Invitation #
Once the information and permissions are set, click Send Invite. The employee will receive an email with instructions to set up their password and log in.
Step 6: Confirm Access #
After the employee accepts the invitation, their status will update in your Users list. From there, you can adjust permissions, reset passwords, or deactivate access at any time.
Summary #
Inviting a new employee ensures your entire team has access to ATOM in a secure, role-appropriate way. With proper permissions in place, you maintain control while empowering staff to collaborate efficiently.