Team Structure
This guide explains how Atlas organises team access and helps you decide which roles to assign when you invite your team.
Two Levels of Access
Atlas uses a two-level structure. Every team member can have an organisation-level role, a branch-level role, or both.
Organisation roles apply across all branches. Use these for principals and senior staff who need visibility or control over the entire practice.
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.
Organisation Roles
| Role | Access |
|---|---|
| Super Admin | Complete access to all branches, users, and billing |
| Billing Admin | Read access to all invoices and charges across all branches |
| Viewer | Read-only access to all branches and client data |
A team member with no organisation role only sees the branches they are explicitly assigned to.
Branch Roles
| Role | Access |
|---|---|
| Owner | Full control over the branch including billing and team management |
| Admin | Manage clients and team members with limited billing access |
| Member | Work with assigned clients but cannot manage team or billing |
Roles are permission groups — each provides a sensible default set of permissions. You can customise individual permissions for any team member on any branch when a role does not quite fit.
Inviting Team Members
To invite someone to your branch:
- Go to Team Management > Team Members
- Select Invite Team Member
- Enter their email and name, choose whether to add them to one branch or all branches, and select their branch role
- Confirm to send the invitation
Invitations are valid for seven days. You can resend or copy the invitation link from Team Invitations if needed.
Related Topics
- Managing Team Members — Invite, view, and manage your team in detail
- Roles and Permissions — Full breakdown of all permission categories