Managing Team Members & Collaborators
Learn how to add, remove, and manage team members in Atarim for seamless project collaboration.
Effective team management is crucial for smooth collaboration and productivity in Atarim. This guide will walk you through the steps to add team members, assign them to projects, and remove users when necessary.
Relevant For
- Project Managers
Prerequisites
- An Active Atarim account
- Email addresses of the team members you want to invite
Step-by-Step Guide
1. Adding a Team Member
Description
Team members can be added to your Atarim workspace to collaborate on projects. You can invite users individually or generate a team invite link.
Instructions
- Navigate to the Users (People) screen from the main dashboard.
- Click the “Add Team Member” button in the top-right corner.
- Choose one of the following invite options:
- Direct Invite:
- Enter the first name, last name, and email of the team member.
- Select a role (Admin or Contributor).
- Click “Invite Users”.
- Invite Link:
- Click “Generate Invite Link”.
- Share the link via Slack, email, or another messaging platform.
- Clicking the link will automatically add the user to the workspace.
- Direct Invite:
Tip: Use the invite link when onboarding multiple users quickly instead of manually entering each email.
2. Assigning a Team Member to a Project
Description
Once a team member is added to Atarim, they must be assigned to projects to collaborate effectively. There are three ways to assign a user to a project.
Option 1: Through the Project Management Screen
- Open the Project Management screen.
- Locate the project you want to assign a user to.
- Click the “Share” button.
- Select “Team Members”.
- Type the name or email of the team member and select them.
- Click “Invite My Team”.
- Optionally, add notes for the team member.
Option 2: Assign via Folders (Optional)
- If you organize projects using folders, assigning a user to a folder will automatically assign them to all projects within that folder.
Option 3: From the Front End
- Navigate to the Project Management screen.
- Click “Visually Collaborate on the Project”.
- Click “Share” below the collaboration screen.
- Enter the team member’s name and email.
- Assign them the Contributor role.
- Alternatively, copy the invite link and send it to them.
Recommendation: Use folders to assign multiple projects at once instead of manually adding team members to each project.
3. Removing a Team Member
Description
If a team member no longer needs access to your workspace, you can remove them from Atarim.
Instructions
- Navigate to the Users (People) Section.
- Locate the team member you want to remove.
- Click on the user’s profile.
- Click “Revoke Team Access” (Admins only).
Note: Removing a user permanently revokes their access to the workspace and all assigned projects. If they need access again, they must be re-invited.
FAQs
Yes, navigate to the Users (People) Screen, select the user, and update their role.
Yes, by assigning them to a folder, they will be automatically assigned to all projects within that folder.
They lose access to all projects, but their tasks and comments remain in the system.
Tips & Tricks
- Use Contributor Roles: Assign the Contributor role for regular team members to restrict admin-level access.
- Regularly Review Team Members: Remove users who no longer need access to maintain workspace security.
- Organize Users with Folders: If managing multiple projects, assign team members via folders for faster management.
Summary
By following these steps, you can easily add, assign, and remove team members in Atarim, ensuring smooth collaboration and efficient project management.
