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4 docs tagged with "Team"

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Branch Management

Create and configure branches in Atlas using the branch selector, manage branch settings, and update billing through the Stripe portal.

Managing Team Members

Invite team members, manage branch assignments, customise permissions, and control parent roles and security settings in Atlas.

Roles and Permissions

Understand branch roles, parent roles, and the eight permission categories that control what team members can do in Atlas.

Team Collaboration

Manage your accounting team in Atlas — invite members, assign branch roles, customise permissions, and control access across your practice.