Account Setup and Onboarding Guide

Setting up your Atarim account is quick and easy. This guide will walk you through creating your account, setting up your workspace, and configuring essential settings for a smooth start.

Step-by-Step Guide:

1. Creating Your Atarim Account

Before you can start managing projects or collaborating, you need to set up your Atarim account.

Instructions:

• Navigate to Atarim’s Sign-up page.
• Enter your email and password, then click “Sign Up.”
• Confirm your email by following the verification link sent to your inbox.

2. Setting Up Your Workspace

Once your account is created, the next step is to configure your workspace, where all your projects, tasks, and feedback will be managed.

Instructions:

• After signing up, you will be prompted to create your workspace.
• Name your workspace (e.g., “Design Projects,” “Client Feedback”).
• Customize your workspace by selecting relevant project categories, tools, or integrations.

3. Inviting Team Members and Clients

Atarim allows you to collaborate with internal teams as well as external clients and stakeholders. You can invite users to your workspace to start collaborating on tasks and feedback. Learn How To Invite Team Members or clients.

4. Setting Up Integrations

Atarim integrates with tools like Slack, Trello, and Jira to ensure a seamless workflow with your existing tools.

Instructions:

• Go to Settings and select the name of the platform you’d like to integrate with.
• Connect your desired tool by clicking “Connect” next to Slack, Trello, or Jira.
• Follow the on-screen prompts to link your accounts.

5. Configuring Your Notifications

Keep everyone in the loop by setting up notifications for key project events.

Instructions:

• Navigate to Settings, then go to Emails & Notifications, and click on Email Notifications.
• Customize how often you and your team receive updates (e.g., email notifications for new comments, task completion updates).
• Enable grouped notifications to avoid email overload.

• Visit the People section to view user profiles and customize their email notification settings.

FAQs

Common issues

Problem: Not receiving the confirmation email.

Solution: Check your spam folder or re-send the verification link from the sign-up page.

Problem: Confusion over workspace names.

Solution: Rename workspaces clearly by project or client to ensure easy identification and management.

Conclusion

Setting up your Atarim account and workspace is quick and easy. Once configured, you can invite team members and clients, integrate with your existing tools, and streamline your project collaboration.