Team Structure
This guide explains the roles available in Atlas and how to invite your team.
Two Levels of Access​
Atlas uses a two-level structure. Every team member has a branch role, and some team members also have a parent role.
Branch roles control what a team member can do on a specific branch. A team member can have different roles on different branches. For example, the same person can be an Owner on your main branch and a Member on a second branch they assist with.
Parent roles apply across all branches. Use these for principals and senior staff who need visibility or control over the entire practice.
Branch Roles​
You select a branch role for every team member you invite.
| Role | Access |
|---|---|
| Owner | Full control, including billing and user management |
| Admin | Manage clients and accountants, and view billing |
| Member | Access assigned clients only |
Parent Roles​
| Role | Access |
|---|---|
| Super Admin | Complete access to all branches, users, and billing |
| Parent Billing | Read access to invoices and charges across all branches |
| Viewer | Read-only access to all branches and client data |
The person who registers your practice becomes the Super Admin. A team member without a parent role only sees the branches they are assigned to.
Choosing Roles for Your Team​
These examples show how practices commonly assign roles:
| Team member | Branch role | Parent role |
|---|---|---|
| Practice principal | Owner | Super Admin |
| Partner who reviews all branches | Owner on their own branch | Viewer |
| Practice manager handling firm billing | Admin | Parent Billing |
| Senior accountant | Admin | None |
| Accountant or bookkeeper | Member | None |
Inviting Team Members​
The invitation has three stages: Who, Access, and Role.
- Go to Team Management > Team Members
- Select Invite Team Member
- Who — Enter their name and email address
- Access — Select Single branch or All branches
- Role — For a single branch, select their branch role. For all branches, select their Organisation role and their Role in their first branch.
- Optional: For a single branch, expand Extra permissions to grant additional permissions. You can also add a personal message.
- Select Send Invitation
Invite colleagues from Team Members rather than asking them to register their own Atlas account. This keeps your whole team within one organisation.
Invitations are valid for seven days. To resend an invitation or copy its link, go to Team Invitations.
Extra Permissions​
Extra permissions give a team member more access than their branch role provides. When you add someone to a single branch, you can grant extra permissions during the invitation. They are added on top of the selected role when the team member accepts.
You can only grant permissions you hold yourself, and only an Owner can grant permissions marked Owner only. See Roles and Permissions for the full list.
Next Steps​
- Configuring Branches — Add branches for other currencies, offices, or service lines
- Client Management — Connect your first clients
Common Issues​
A team member can't see a branch
Team members without a parent role only see the branches they are assigned to. Assign them a role on the branch, or give them a parent role if they need access to every branch.
A team member's invitation has expired
Invitations are valid for seven days. Go to Team Invitations to resend the invitation or copy the invitation link.
I can't grant a permission to a team member
You can only grant extra permissions that you hold yourself, and only an Owner can grant permissions marked Owner only. Ask an Owner to grant the permission, or to give you that permission first.
Related Topics​
- Managing Team Members — Invite, view, and manage your team in detail
- Roles and Permissions — Full breakdown of all permission categories