User Access

User Access in Atlas

Navigation

Let's begin by navigating to the User Access section:

1. In the Navigation panel, click on the Settings tab.

2. From the drop-down, select the User Access tab.

Note: This section is visible only to users with Admin LOL.

Inviting a New Employee

To invite a new employee to join your team on Atlas:

1. Click on the Invite button.

2. Add the employee's email address.

3. Assign a role to the employee based on their responsibilities within your organization.

Access to various sections on Atlas is limited by user roles. For example, you can give access only to sections related to Marketing and Support roles for a specific user.

Sending the Invite

Once you've set up the invite:

1. An email invite will be sent to the employee's email address.

2. If the invite is not immediately visible, search your inbox with the subject line: Your Atlas invite has arrived.

3. Click on the Join Team button in the invite.

Completing the Profile

Upon accepting the invite, the employee will be prompted to:

1. Complete their profile with details like first name, last name, and phone number.

2. Validate their phone number with a one-time password.

3. Pick a unique username and set a password.

4. Enter their email address to create a new user account.

Once completed, the employee can log in to Atlas using their new username and password.

Tracking Invites

While waiting for staff to accept their invites, you can track them:

1. Go to the Invites tab to see all pending invites.

2. You have the option to resend or cancel an invite.

Understanding User Roles

Navigate to the Roles tab to view all user roles on Atlas:

• Admin: Provides unfettered access across the entire Atlas portal.

• Default: The role with the least access, allowing users to view catalogs and locations only.

To assign a role:

1. Click on the name of the role to view its details and permissions.

2. Click on the Users tab to view users associated with this role.

3. To assign a role to a new user, click on the Update button and select the user.

Updating User Roles

To update a user's role:

1. Go to the Users tab and click on the name of a user.

2. Update the role and click on the Save button.

Conclusion

This concludes the User Access section. We covered navigation, inviting new employees, tracking invites, understanding user roles, and updating user roles.

Thank you for watching!