How to invite your teammates
Last updated January 31, 2025
Collaborating with your team just got easier! Inviting a teammate to Atlas CRM is a straightforward process that lets you work together seamlessly within the platform. Whether you’re adding a new member or expanding your team, this guide will walk you through each step to ensure your colleague can access your workspace without a hitch.
Overview
Inviting a teammate to Atlas CRM enhances your team’s collaboration and boosts productivity. This guide provides simple, step-by-step instructions to help you add a new team member and ensure they’re set up and ready to go in no time.
Steps to Invite a Teammate
1. Log in to Atlas
Start by navigating to the Atlas CRM website. Enter your username and password to sign in to your account.
2. Access the Settings Menu
Once you're logged in, look to the top-right corner of your dashboard. Click on your profile avatar to open a dropdown menu. From there, select Settings. This is where you’ll manage all aspects of your Atlas CRM account.
3. Go to the Users Section
In the Settings panel, find and click on Users. Here, you’ll see a list of all the current team members in your workspace. This section allows you to manage user roles, permissions, and invitations.
4. Invite a New Teammate
Ready to add someone new? Click the Invite Teammate button. A form will appear where you can:
- Enter the Teammate’s Email Address: Make sure to input the correct email to avoid any delivery issues.
- Assign a Role: Choose the appropriate role for your teammate, such as Admin, Member, or Viewer, depending on their responsibilities. Advanced role permissions are only available on the Pro and Enterprise plans.
- Send Invitation: Once you’ve filled in the details, click Send Invitation. Your teammate will receive an email invitation shortly.
5. Teammate Receives an Invitation Email
Your invited teammate will get an email from Atlas CRM containing a link to set up their account. They’ll need to:
- Define Their Password: Click the link in the email and follow the instructions to create a secure password.
- Complete Registration: Fill in any additional required information to finalize their account setup.
6. Confirmation and Access
After setting their password, your teammate can log in to Atlas CRM using their new credentials. They’re now ready to collaborate and contribute to your team’s projects right away!
Troubleshooting
Sometimes things don’t go as smoothly as planned. Here are a few common issues and how to resolve them:
Didn’t Receive the Invitation Email?
- Check Spam or Junk Folder: Ask your teammate to look in their spam or junk email folders.
- Resend the Invitation: Go back to the Users section, find the pending invitation, and select Resend Invite.
- Verify the Email Address: Ensure that the email address you entered is correct and free of typos.
- Reset the Password: On the login page, click Forgot Password and follow the prompts to reset it.
- Contact Support: If resetting the password doesn’t solve the issue, reach out to Atlas Support for further assistance.
Final Thoughts
Adding a teammate to Atlas CRM is a simple way to enhance your team’s collaboration and efficiency. By following these easy steps, you can ensure that your new member is up and running quickly. If you encounter any challenges along the way, don’t hesitate to contact Atlas Support for help.