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Help Center›Admin Setup (For Admins)›Data›How to auto-assign customers to accounts by email domain
Table of contents
  • Overview
  • Key Features
  • How to turn on auto-assign by email domain
  • FAQs & Troubleshooting
  • Why wasn't a new customer linked to an account?
  • Does auto-assign apply to existing customers?
  • Is this setting per agent?

    • How to auto-assign customers to accounts by email domain

    Last updated October 13, 2026

    Who can use this feature?
    Admins only.

    Overview

    Auto-assign links new customers to the right company account automatically, based on their email domain. Instead of manually opening every new customer record and selecting an account, Atlas matches the customer's email domain to the account that uses that domain, so new customers land in the correct account with no sorting needed.

    Auto-assign is a single toggle in the data automation settings. Once it is turned on and saved, it applies to new customers across the workspace.

    Related articles:
    •  How to create and manage accounts: Create accounts and map their email domains.
    •  How to create and manage customers: Link customers to accounts by hand.

    Key Features

    • Automatic account linking: New customers are linked to the account that matches their email domain.
    • One-toggle setup: Turn on the auto-assign toggle and click "Save".
    • Workspace-wide: The setting applies to every new customer in the workspace, not to a single agent.
    • Instant confirmation: Atlas shows the message "Updated Automation settings." when the change is saved.

    How to turn on auto-assign by email domain

    Requirements:
    Create your accounts and add each company's email domains. For instructions, read: How to create and manage accounts.
    1. Click the main menu button and select  "App Configuration" .
    2. Expand "Data" and click "Automations" (go to  "App Configuration > Data > Automations" ).
    3. Turn on the auto-assign toggle.
    4. Click "Save".
    5. Atlas confirms the change with the message "Updated Automation settings.". Auto-assign is now active.
    Important:
    Auto-assign only applies to new customers. To link an existing customer, select the account in their "Account" field.

    FAQs & Troubleshooting

    Why wasn't a new customer linked to an account?

    Common reasons include:

    • The auto-assign toggle is off, or the change was not saved. Check for the "Updated Automation settings." confirmation after clicking "Save".
    • No account has the customer's email domain mapped. Add the domain to the account.
    • The customer was added before auto-assign was turned on.

    Does auto-assign apply to existing customers?

    The demo describes auto-assign for new customers. Whether existing customers are linked retroactively is not confirmed.

    Is this setting per agent?

    No. It is a global, workspace-wide setting configured by an Admin.

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