Atlascrm D49y58yofp

Help Desk | Atlas CRM

e offer a two-week free trial with no strings attached, allowing you to explore Atlas and see how it fits your workflow.

You can start your trial by visiting our homepage and selecting 

 On the next page, you'll have two options to create an account:

: Enter your email, and we'll send you a login link to access Atlas.

: Use your Google account for quick registration.

After logging in, you'll be directed to customize your Atlas workspace. You can edit all company details later if needed.

During the free trial, you'll have full access to 

✅ Unlimited contacts, deals, products, projects

✅ Create product frameworks with Atlas AI

✅ Import your contacts from Outlook or Google

✅ Use the Atlas Chrome Extension to import contacts from LinkedIn.

, access will be restricted unless you subscribe to a 

. You’ll still be able to log in, but your workspace data will be locked. If you need to 

If you need additional time, feel free to reach out to our support team.

 We’d love to assist you! Contact us via:

 (Click the "?" button in the bottom right corner of your account)

Start your free trial

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.

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.

 website. Enter your username and password to sign in to your account.

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 

. This is where you’ll manage all aspects of your Atlas CRM account.

In the Settings panel, find and click on 

. 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.

 button. A form will appear where you can:

 Make sure to input the correct email to avoid any delivery issues.

 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.

 Once you’ve filled in the details, click 

. Your teammate will receive an email invitation shortly.

Your invited teammate will get an email from Atlas CRM containing a link to set up their account. They’ll need to:

 Click the link in the email and follow the instructions to create a secure password.

 Fill in any additional required information to finalize their account setup.

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!

Sometimes things don’t go as smoothly as planned. Here are a few common issues and how to resolve them:

 Ask your teammate to look in their spam or junk email folders.

 section, find the pending invitation, and select 

 Ensure that the email address you entered is correct and free of typos.

 If resetting the password doesn’t solve the issue, reach out to 

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 

How to invite your teammates

 sections. Here, you can manage your profile details, email, and appearance settings.

You can upload a JPG, GIF, or PNG image (recommended size: 

). This will be displayed across your Atlas workspace.

You can update your login email below your name. A verification email will be sent to confirm the change.

The email is already linked to another active user.

The email is an alias associated with another account.
 If you experience issues, contact 

 For any questions or issues, reach out to us via:

Manage your account details

Atlas provides a flexible and secure user role management system, allowing administrators to define user permissions based on their responsibilities. This ensures that users only access the information and features relevant to their role within the platform.

In Atlas, user roles define what a user can view, edit, and delete within the system. Administrators can assign roles based on team members' needs and adjust permissions accordingly.

 Has full access to all features, settings, and data, including user management, billing, and integrations.

 Can create and manage projects, deals, invoices, and clients but may have restrictions on user management and billing.

 Has access to assigned projects and clients but cannot modify global settings.

 Can only view assigned projects and data without editing rights.

Custom roles can also be created to fit specific organizational needs.

Each section within Atlas (Deals, Projects, etc.) can be configured with different permission levels:

 Users can view and manage all items in the selected category.

 Users can only access and modify the items they own or are assigned to them.

Admins can control additional settings related to user management:

Create, edit, and delete roles based on team needs.

Assign users to different roles based on their function.

Control access to sensitive data and features.

Manage the subscription, edit or cancel plans, view invoices, and update payment methods.

Users with this permission can export data in CSV format for analysis and reporting.

4. How to Set Up User Roles and Permissions

 and choose the user role you want to modify.

Save the changes and assign users to the appropriate role.

5. Best Practices for Managing User Permissions

: Only assign admin roles to users who truly need full access.

: Restrict access to personal data to enhance security.

: Update roles and permissions as team responsibilities change.

By setting up roles and permissions correctly, you ensure that Atlas remains secure, efficient, and well-organized for your team. 🚀

Getting started

Start your free trial

How to invite your teammates

Manage your account details

User roles and permissions