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Team & Branches

This section explains how to manage your team and branches in Atlas, from inviting team members to configuring roles, permissions, and branch settings.

How Team Management Works​

Team management in Atlas is branch-based. The branch selector at the top left of the Atlas menu controls which branch you are viewing. Under Team Management in the left menu, you'll find two pages:

  • Team Members — Your team, on the branch you are working in or across all branches, with each person's role and access
  • Team Invitations — Pending invitations and invitation history for the selected branch

Each team member has a role on every branch they belong to. Some team members also have a parent role, which gives them access across all branches. See Atlas Overview for how branches and roles fit together.

What You Can Do​

  • Invite team members to a single branch or all branches
  • Assign and change branch roles
  • Grant extra permissions, or remove permissions a role includes
  • Grant, update, or revoke parent roles
  • Manage which clients each team member can access
  • Add team members to more branches
  • Reset multi-factor authentication (MFA) for team members who have lost access
  • Switch between branches and update branch details and billing

Available Guides​

  • Managing Team Members — Invite team members, manage invitations, and update each person's access
  • Roles and Permissions — Every branch role, parent role, and permission in Atlas
  • Branch Management — Use the branch selector, update branch settings, and manage branch billing
  • Atlas Settings — Your profile, notifications, and security, plus branch and parent account settings