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5 docs tagged with "Team"

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Atlas Settings

Manage your Atlas settings: your profile, password, notifications, and MFA, your branch details and billing, and your parent account and referral program.

Branch Management

Use the Atlas branch selector to switch branches, copy branch emails, and open settings, then update branch details and billing through the Stripe portal.

Managing Team Members

Invite team members to Atlas, manage any pending invitations, and update each person's branch access, roles, permissions, parent roles, and MFA settings.

Roles and Permissions

A full reference to branch roles, parent roles, and every permission in Atlas, including the permissions that only an Owner can grant to a team member.

Team & Branches

Manage your accounting team and branches in Atlas. Invite team members, assign roles, customise permissions, and configure branch settings and billing.