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How to Add & Remove Team Members

Updated over a month ago

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.


Adding New Team Members

You can invite new members in two ways:

1. Invite by Email

  1. Go to Settings > Invite New Members

  2. Enter the email address of the team member

  3. Tap “Send Invites”

  4. 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

| Team members will be prompted to enter their email and create an account after clicking the link.


Removing Team Members

  1. Go to Settings > Manage Team

  2. Select the team member you want to remove

  3. Click “Remove Member” and confirm


Who Can Remove Team Members?

  • Account Owners / Admins can remove:

    • Managers

    • Employees

  • Managers can remove:

    • Employees only

These permissions help ensure account changes are made by authorized roles only.


Need more help?

Just message us via in-app chat or reach out to our team — we’ve got you.

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