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Managing Team Members & Collaborators

Learn how to add, remove, and manage team members in Atarim for seamless project collaboration.

Atarim team Updated 29 Jul 2026 · 3 min read
Account & Billing
Atarim workspace members list with roles and access
Before you start

Relevant for

  • Project Managers

Required knowledge

Understanding of Atarim’s users and permissions.

Tools & resources needed

  • An Active Atarim account
  • Email addresses of the team members you want to invite

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.

Step-by-Step Guide

1. Adding a Team Member

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:

  • Open the People screen from the main dashboard.
  • Select Add Team Member in the top-right corner.
  • To invite someone directly, enter their first name, last name, and email, choose a role — Administrator or Team Member — then select Invite Users.
  • To invite several people at once, select Generate Invite Link and share it via Slack, email, or another channel. Anyone who opens the link is added to the workspace.
    • Tip
    Use the invite link when onboarding several people at once, rather than entering each email by hand.

    2. Assigning a Team Member to a Project

    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

  • 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

  • Open the Project Management screen.
  • Select Visually Collaborate on the Project.
  • Select Share below the collaboration screen.
  • Enter the team member’s name and email.
  • Assign them the Team Member role.
  • Alternatively, copy the invite link and send it to them.
    • Recommendation
    Use folders to assign several projects at once, rather than adding team members to each project individually.

    3. Removing a Team Member

    If a team member no longer needs access to your workspace, you can remove them from Atarim.

    Instructions:

  • Open the People screen.
  • Find the team member you want to remove.
  • Select their profile.
  • Select Revoke Team Access. This is available to administrators only.
    • Note
    Removing a user permanently revokes their access to the workspace and every project they were assigned to. If they need access again, they must be re-invited.

    FAQs

    Can I change a team member’s role after adding them?

    Yes, navigate to the Users (People) Screen, select the user, and update their role.

    Can I assign a team member to multiple projects at once?

    Yes, by assigning them to a folder, they will be automatically assigned to all projects within that folder.

    What happens if I delete a team member?

    They lose access to all projects, but their tasks and comments remain in the system.

    Conclusion

    By following these steps, you can easily add, assign, and remove team members in Atarim, ensuring smooth collaboration and efficient project management.

    Tips & best practices

    • 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.

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