Account Setup and Onboarding Guide

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.

Tip: For the best experience, install the Atarim Chrome extension during sign-up. It streamlines feedback and collaboration directly from your browser.

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 logging in, click “Create New Workspace.”
• Name your workspace (e.g., “Design Projects,” “Client Feedback”).
• Customize your workspace by selecting relevant project categories, tools, or integrations.

Recommendation: Set clear and distinct names for each workspace to avoid confusion when managing multiple projects.

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 from here.

Tip: When inviting clients, let them know they can provide feedback without the need for technical expertise, making it easy for them to participate in the project.

4. Setting Up Integrations

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

Instructions:

• Navigate to “Settings” and select “Integrations.”
• Connect your desired tool by clicking “Connect” next to Slack, Trello, or Jira.
• Follow the on-screen prompts to link your accounts.

Tip: Use integrations to streamline communication between your Atarim workspace and other tools your team is already using.

5. Configuring Your Notifications

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

Instructions:

• Go to “Settings” and click on “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.

Recommendation: Ensure that team members are automatically added to relevant projects by default, streamlining collaboration and reducing the need for manual invites.

FAQs