This guide will walk you through how to invite new team members and remove existing ones from your Atto account. You can add team members either by email or with a shareable link — whichever is easiest for your workflow.
Inviting New Team Members
There are two ways to invite someone to join your team on Atto:
Option 1: Invite by Email
Open the Settings tab.
Select Invite New Members.
Enter the email address of the person you want to invite.
Tap Send Invites.
They’ll receive an email from Atto with a link to create their account and join your team.
| Make sure the email address is valid and accessible.
Option 2: Invite by Link
Go to Settings > Invite New Members.
Tap Share your invite link…
Copy and send the link to the person you want to invite.
When they open the link, they’ll be prompted to:
Enter their email address
Create their Atto account
Join your team
Removing a Team Member
To remove someone from your team:
Go to Settings > Manage Team.
Find and select the person you want to remove.
Tap Remove Member.
Confirm the action.
| Once removed, the person will no longer have access to your company’s account on Atto.
Role-Based Removal Permissions
Team member removal depends on your role:
Admins can remove users with the Manager or Employee role
Managers can remove users with the Employee role only
Employees do not have permission to remove other users
| If you don’t see the option to remove someone, it may be due to your current role.
Need more help?
Just message us via in-app chat or reach out to our team — we’ve got you.