How to Add & Remove Team Members

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Effortlessly navigate through the team management process within Atto with this detailed guide, equipping you with the ability to effortlessly add, remove, and manage team members.

Adding New Team Members:

1. Inviting Team Members by Email:

  1. Go to Settings > Invite New Members.
  2. Enter the email address of the new team member.
  3. Tap "Send Invites."
  4. The team members will receive an email with instructions from Atto.

Note: Ensure that new team members have a valid email address to join your Atto account.

2. Inviting Team Members by Link:

  1. Go to Settings > Invite New Members.
  2. Tap "Share your invite link..."
  3. Share the link with anyone you want to join your account.
  4. Team members will be prompted to enter their email address to create their account and join your team.

Removing Team Members:

  1. Go to Settings > Manage Team.
  2. Select the member you wish to remove from your account.
  3. Click on "Remove Member" and confirm.

Role-Based Removal Permissions:

  • Account owners with the Admin role can remove users with the Manager or Employee roles.
  • Managers can only remove users with the Employee role.

If you have any questions or need further assistance with managing your team, feel free to reach out to our support team. We're here to make your team management in Atto seamless and efficient.

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