This guide is a full reference to the roles and permissions that control what each team member can do in Atlas.
How Roles and Permissions Work​
Every team member has a role on each branch they belong to. Each role comes with a default set of permissions. You can then add or remove individual permissions for any team member on any branch.
Some team members also have a parent role, which gives them access across all branches.
Branch Roles​
A team member can have a different role on each branch they belong to.
| Role | What it allows |
|---|
| Owner | Full control, including billing and user management |
| Admin | Manage clients and accountants, and view billing |
| Member | Access assigned clients only |
Parent Roles​
A team member can have one parent role, or none.
| Role | What it allows |
|---|
| Super Admin | Complete access to all branches, users, billing, and settings |
| Parent Billing | View invoices, charges, and upcoming fees across all branches |
| Viewer | Read-only access to all branches and client data |
A team member with no parent role only has access to the branches they are assigned to.
Permissions​
Permissions are grouped into categories. You can grant them as extra permissions when you invite someone to a single branch, or change them later for any team member.
You can only grant permissions you hold yourself. Permissions marked Owner only can only be granted by an Owner.
Organization​
| Permission | What it allows |
|---|
| View Organization | View branch details and settings |
| Update Branch | Change the branch name and settings |
| Delete Branch (Owner only) | Permanently delete the branch |
Billing​
| Permission | What it allows |
|---|
| View Billing | View invoices and billing history |
| Manage Billing (Owner only) | Update payment methods and subscriptions |
| Permission | What it allows |
|---|
| View Team Members | View the list of accountants |
| Invite Team Members | Send invitations to new accountants |
| Remove Team Members | Remove accountants |
| Change Roles | Change accountants' roles |
| Add to Branches | Add accountants to other branches |
| View Team Permissions | View permission changes made for team members |
| Manage Team Permissions (Owner only) | Grant or revoke individual permissions for team members |
Parent Roles​
| Permission | What it allows |
|---|
| View Parent Roles | View parent role assignments across branches |
| Grant Parent Roles (Owner only) | Assign Super Admin, Parent Billing, or Viewer |
| Update Parent Roles (Owner only) | Change existing parent role assignments |
| Revoke Parent Roles (Owner only) | Remove parent roles from team members |
Parent Account​
| Permission | What it allows |
|---|
| View All Branches | View every branch in the organisation |
| Create Branch | Create new branches |
| Manage All Accountants | Manage accountants across all branches |
| Consolidated Billing | View billing across all branches |
| Parent Administration | Full control of the parent account |
Clients​
| Permission | What it allows |
|---|
| View All Clients | Access all client accounts |
| View Assigned Clients | Access only assigned clients |
| Create Clients | Add new client accounts |
| Invite clients | Create client invitation links and invite businesses to connect |
| Delete Clients | Remove client accounts |
| Update Clients | Change client information |
| Sync Clients | Sync clients from the accounting platform |
| View Client Notes | Read client notes and comments |
| Update Client Notes | Edit client notes and comments |
Access Control​
| Permission | What it allows |
|---|
| Grant Client Access | Give accountants access to clients |
| Revoke Client Access | Remove accountants' access to clients |
| Update Client Permissions | Change client permission levels |
| View Access History | View client access audit logs |
Documents​
| Permission | What it allows |
|---|
| View Documents | View documents stored in the organisation |
| Upload Documents | Upload new documents |
| Delete Documents | Remove documents |
HMRC MTD​
| Permission | What it allows |
|---|
| View HMRC | View the HMRC connection status and client MTD authorisations |
| Manage HMRC | Connect or disconnect HMRC, and create MTD authorisation invitations |
Advisory​
| Permission | What it allows |
|---|
| View advisory | See client attention signals, the Advisory view, and note history |
| Action advisory items | Snooze or dismiss attention items, and draft advisory notes to clients |
| Manage advisory settings | Change the firm's attention thresholds, enabled signals, and note tone |
Audit & Reports​
| Permission | What it allows |
|---|
| View Audit Logs | Access system audit logs |
| View Reports | Access organisation reports |
Security​
| Permission | What it allows |
|---|
| Reset MFA | Reset multi-factor authentication for other team members |
Customising Permissions​
You can add or remove individual permissions for a team member on a specific branch. For example, you might remove Manage Billing from an Admin, or grant Invite Team Members to a Member who helps with onboarding.
- Go to Team Management > Team Members
- Select the team member
- In Branch Access, select the three dots next to the branch, then select Permissions
- In Manage Permissions, select a category on the left, or search for a permission
- Turn individual permissions on or off
- Select Save Changes
Permissions marked From Role come with the team member's branch role. The Save Changes button shows how many changes you've made. To return the team member to their role's default permissions, select Reset. To close without saving, select Cancel.
Permission changes are recorded in the audit log.
To find out which permission an action needs, hover over its button. Atlas shows a tooltip naming the required permission when you don't have access.