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How to Add or Remove Team Members

Updated yesterday

Atto gives you flexible options for adding and managing your team, making it easy to keep your account organized and up to date. Here’s how to invite new team members and remove users when needed.


Invite New Team Members

You can add new members either by email or with a shareable invite link.

1. Invite by Email

  1. Go to Settings > Invite New Members

  2. Enter the email address of the team member

  3. Tap “Send Invites”

They’ll receive an email with instructions to create their account and join your team.

| Make sure the email address is valid and accessible by the invitee.


2. Invite by Link

  1. Go to Settings > Invite New Members

  2. Tap “Share your invite link…”

  3. Copy and share the link with anyone you’d like to add

Once opened, they’ll be prompted to enter their email, create an account, and join your team.


Removing Team Members

To remove someone from your team:

  1. Go to Settings > Manage Team

  2. Select the team member

  3. Tap or click Delete Member

  4. Confirm the removal

Once removed, the person will no longer have access to your company’s account.


Role-Based Permissions

Team member removal depends on your user role:

• Admins can remove Managers and Employees

• Managers can remove Employees only

• Employees cannot remove other users

If you don’t see the option to remove a team member, 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.

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