How to Invite a Teammate
Add a user email in Settings so they can sign in to your Atlas organization.
Before you start
You must be an admin. Atlas is invite-only - users cannot self-register with a password.
Steps
Open Settings
Sidebar bottom → Settings (/settings).
Go to Team Members
Find the team list and click Add member (or equivalent invite control).
Enter email and role
Use the exact email address they sign in with at your identity provider. Choose admin (full access) or viewer (read-only).
Tell them to sign in
Atlas does not send invite emails. Share your Atlas URL (for example https://atlas.datawall.net) and ask them to click Sign in with that email.
Roles
| Role | When to assign |
|---|---|
| Admin | Security lead, IT admin, compliance owner - anyone who connects integrations or edits records |
| Viewer | Executives, auditors, department heads who need read access only |
Troubleshooting
| Issue | Fix |
|---|---|
| Account not set up yet | Email not in Team Members - admin must add it |
| Wrong person got admin | Another admin can change role in Settings |
| Sign-in email mismatch | Email in Settings must match IdP email exactly |
The first person to sign in to a new Atlas instance automatically becomes admin and can invite everyone else.
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