How to invite and manage team members and roles
Last updated October 13, 2026
Overview
The Team page is where you add people to Atlas, assign their role, and keep track of who has access. Each teammate's role decides which parts of Atlas they can see and use, from read-only access to full control over every setting and app configuration.
From the same page, Admins can update a teammate's role at any time, archive a teammate who leaves to revoke their access while keeping their history, and unarchive them later to restore access without a new invite. Team management is a global setup: an Admin manages it for the whole workspace.
Key Features
- Team list: See every teammate in one table, with the option to show archived teammates alongside your active team.
- Invite by email: Add a teammate with their name, email address and role. Atlas emails them an invite.
- Role-based access: Assign a role that unlocks a different level of access in Atlas.
- Invite status tracking: A new teammate shows as "Invited" until they accept the invite and set their password, then changes to "Active".
- Resend invitation: Send the invite email again if a teammate can't find it.
- Viewer access for wider teams: Give engineers, product managers or operations staff read-only access to support data without letting them reply to customers.
- Instant role changes: Updated permissions take effect immediately, with no waiting and no re-login required.
- Archive and restore: Archive a teammate to revoke their access instantly while keeping their history, and unarchive them to restore access with no re-invite needed.
- Unique email addresses: A teammate cannot be created with an email address that is already attached to an existing teammate.
Teammate statuses
| Status | Description |
| Invited | The invite was sent, but the teammate hasn't accepted it and set a password yet. |
| Active | The teammate accepted the invite and can use Atlas according to their role. |
| Archived | The teammate's access was revoked. Their history is kept, and they appear only when "Show archived" is on. |
To see what each role can access, read Types of roles in Atlas .
How to invite and manage team members and roles
How to invite a teammate
- Click the main menu in the top left corner, select "Settings" and then "Team" .
- Click "Add teammate".
- Enter the teammate's first and last name. This is the name shown everywhere from tickets to team lists.
- Enter the teammate's email address. The invite is sent to this address and becomes their Atlas login, so check the spelling.
- Open the "Role" dropdown and select a role, for example "Viewer", "Agent" or "Admin". "Viewer" is selected by default.
- Click "Save".
Atlas emails the invite. The teammate shows as "Invited" until they accept the invite and set their password. Once they do, their status changes to "Active" and they get access to Atlas according to their role.
How to resend an invitation
- Click the main menu and go to "Settings > Team" .
- Locate the teammate with the "Invited" status, click the actions menu (ellipsis icon) at the end of their row and select "Resend invitation".
Atlas sends the invite email again.
How to edit a teammate's role
- Click the main menu and go to "Settings > Team" .
- Locate the teammate, click the actions menu (ellipsis icon) at the end of their row and select "Edit".
- Open the "Role" dropdown and select the new role.
- Click "Save".
The new permissions take effect immediately.
How to archive a teammate
- Click the main menu and go to "Settings > Team" .
- Locate the teammate, click the actions menu (ellipsis icon) at the end of their row and select "Archive user".
The teammate's access to Atlas is revoked instantly. Their history is kept, and they are archived, not deleted.
How to unarchive a teammate
- Click the main menu and go to "Settings > Team" .
- Turn on "Show archived" to display archived teammates.
- Locate the teammate, click the actions menu (ellipsis icon) at the end of their row and select "Unarchive user".
Atlas displays a confirmation that the teammate's access was restored, and the teammate is back on the team as "Active". No re-invite is needed.
FAQs & Troubleshooting
Who can invite and manage teammates?
Admins. Team management is a global setup for the whole workspace.
Why can't I add a teammate?
The email address is probably already attached to an existing teammate, and a new profile cannot be created with it. Turn on "Show archived" to check whether the teammate was archived, and unarchive them instead.
My teammate still shows as "Invited". Why?
The teammate has not accepted the invite and set their password yet. Ask them to check their inbox, including spam or junk folders, for the Atlas invite. If they still can't find it, resend the invitation from their actions menu.
Does a role change require the teammate to sign in again?
No. New permissions take effect immediately, with no re-login required.
What is the difference between archiving and deleting a teammate?
Archiving revokes the teammate's access instantly but keeps their history in Atlas. The teammate can be unarchived at any time to restore access. The demo shows archive and unarchive options only, not a delete option.
Do I need to re-invite an archived teammate?
No. Select "Unarchive user" from their actions menu to restore their access in one click.
I archived a teammate and they disappeared from the list. Where are they?
Archived teammates are hidden by default. Turn on "Show archived" to see them alongside your active team.
Which role should I choose?
Choose "Viewer" for read-only access, for example for engineers, product managers or operations staff who need to see support data but don't reply to customers. Choose "Agent" for managing tickets and core features, or "Admin" for complete control over all Atlas settings and app configurations. See the roles table above for all roles.