Account Setup and Onboarding Guide

Onboarding splits into two distinct paths in V5 — a 6-step guided wizard for agencies setting up a workspace, and a lightweight, pre-filled registration for invited Website Owner clients. The agency wizard has an unusual order: it reads your site and shows you what it learned before it ever asks you to create an account.

Step-by-Step Guide:

Creating Your Atarim Account

Before you can start managing projects or collaborating, you need to set up your Atarim account at app.atarim.io/register.

Instructions:

1. Open the sign-up page. You land straight on the first step of the onboarding wizard, headed Start with your own site.
2. There is no separate sign-up button and no form to fill in yet — the wizard reads your site first and asks you to register afterwards.
3. If you would rather skip the site read and create an account straight away, choose Just register me underneath the field.

Wizard Step 1 of 6 — Add Your Agency’s Site

The wizard opens with a single field: your agency’s own website URL (not a client’s). Atarim reads your site and uses it to build your AI team around how you already work.

Instructions:

1. Enter your agency’s live website URL in the field on screen.
2. Double-check it’s your own domain, not a client’s — the whole agency profile is built from this URL.
3. Submit the field to start the read.

While the Scan Runs: Your Agency Takes Shape

While the scan runs, the right-hand panel shows what it is reading, then reveals the agency it has drafted. The interface re-themes from Atarim’s violet into your own brand colour as it goes.

Instructions:

1. Wait while the scan works through its six cards: Reading your site, Learning how you look, Learning how you sound, Learning how you build, Drafting what you’re aiming at, and Putting your agency together.
2. Watch the interface take on your brand colour as the read finishes.
3. Review what it drafted: your agency name and headline, a preview of your site rendered in your own brand, and a “What we picked up about you” panel.
4. Carry on to create your account. The form is already waiting on the left — there is no Next button on this panel.

Wizard Step 2 of 6 — Create Your Account and Verify Your Email

Only now does the wizard ask you to register. Everything up to this point happened without an account. While the read is still running, the form is headed Set up your account while we read your site. Once your brand is ready, it changes to That’s your agency. Keep it. If you typed the wrong address, Use a different site above the heading takes you back to Step 1.

Instructions:

1. Enter your full name.
2. Enter your work email address.
3. Choose a password.
4. Tick the terms & conditions checkbox.
5. Select “Create my account”. To use your Google account instead, see Signing Up with Google below.
6. Open the email Atarim sends and enter the 5-digit verification code.

Two things worth knowing about the code screen:

• The code stays valid for ten minutes — the screen says so itself. After that, use “Resend my code”.
• If you mistyped your address, “Use a different email” lets you correct it without restarting the wizard.

Signing Up with Google

You can create your account with Google instead of filling in the form. Atarim still checks your email address with a code.

Instructions:

1. On the sign-up form, select Sign up with Google. You don’t need to fill in the form or choose a password.
2. Choose the Google account to use.
3. On Check your email for a code., enter the five-digit code Atarim sends to that Google address, then select Verify.

If you see “Google sign-up did not finish. Try again, or sign up with your email.”, select Sign up with Google again, or fill in the form instead. If you see “We could not send your code. Resend it, or use a different email.”, select Resend my code, or select Use a different email to change the address and get the code there.

Wizard Step 3 of 6 — Add Your First Client

The panel is headed Now bring in your first client., under the line Drop their URL. Their site gets read and their brief drafted, same as yours. Beside it the wizard shows what comes next — Then the work runs without you. — with an illustration of a client request moving through your crew end to end.

Instructions:

1. Enter the Client website URL. This is the only field the wizard insists on. The other fields sit under Add client details (optional).
2. Monthly value (optional) — the average monthly revenue you earn from this client. Pick the currency, then type the amount as a plain number, such as 125.
3. Client name — the person or brand. You can leave it blank.
4. “Invite the client to self-serve” is unticked by default. Tick it only if you want the client to get an invite email as soon as you continue. A Client email field then appears and must be filled in, and the button changes to Read their site and invite.
5. Click “Read their site” to continue.

Wizard Step 4 of 6 — Tell Us About You

A short profile step: pick every role that describes you, then pick a single experience level.

Instructions:

1. Select every role that applies to you — this one is multi-select.
2. Pick the one experience level that matches how you want the AI to talk to you.
3. Both answers are required before Next becomes available. If you would rather not answer now, I’ll answer this later skips the step.

A second part of this step, headed What do you sell, and for how much?, asks about your agency itself: an Agency profile and your Rates and pricing context. This gives the AI something to quote from when it prices work. The agency profile is prefilled from what the wizard read on your site, so check it and correct anything that’s off. To leave both for now, choose I’ll fill this in later.

The Client Brief Builds in the Background

The moment you add a client, Atarim starts reading their site the same way it read yours. This is not a step you wait on: it runs in the right-hand panel while you answer the questions in the steps that follow, and the finished brief is waiting when you get there.

Instructions:

1. Carry on filling in the steps on the left. The panel on the right shows Reading {their site} while it works.
2. Watch it work through six cards: Reading their website, Capturing their colours, type, and logo, Learning their tone of voice, Mapping their tech stack, Setting their goal, and Putting their brief together.
3. When it finishes, the panel becomes the brief itself, laid out across Project Overview, Brand Assets, Brand Guidelines and Business Details tabs. On a narrow screen the tabs shorten to Overview, Assets, Guidelines and Details.
4. Correct anything that is wrong there and then — the fields are editable in place.

The brief covers:

• Their palette, fonts and logo
• Their tone of voice and the tech their site is built on
• A goal for the work, drawn from what the read found

If the read fails or times out, the panel says so plainly and offers Try again rather than inventing a brief. You can also carry on without one — the later steps still work, they just have less to go on.

Wizard Step 5 of 6 — Connect the Client’s Site

The screen is headed Now connect their site. and makes the case for the plugin inline: it lets your crew work on the live site and brings the collaboration tools with it, without slowing the site down. You only see this step when the client brief shows a WordPress site, or when the read couldn’t tell what the site is built on. If the brief shows the site isn’t WordPress, the wizard goes straight from Step 4 to Step 6.

Instructions:

1. Under Enter the WordPress site URL: check the address the wizard has filled in. The smaller box after the slash is the admin path — leave it as wp-admin unless the client has renamed that directory, in which case type the real one so the install and connect links land in the right place.
2. Choose Install plugin if you have access to the client’s wp-admin. If the plugin is already there, the button reads Connect site instead.
3. Use Download the plugin if you would rather install it by hand, or I’ll install this later to move on — you may not control their WordPress at this point.
4. On a site that isn’t WordPress, take Use the browser extension instead.

Installing the plugin unlocks:

• The on-site action where your AI team edits the live site directly
• Pixel-perfect visual collaboration on real pages, not just previews
• Automations tailored for WordPress — content, SEO, performance, and uptime

Whichever route you take, the wizard moves on to the last step — there is no deploy loader in between.

Wizard Step 6 of 6 — Approve the Scheduled Work

The last step is where you approve the work your AI team will run on its own. It is an ordinary screen in the wizard, not a modal: the left-hand side is a live chat thread with Claro while the plan is drafted, showing Putting your plan together… until it lands, and the right-hand side is headed Scheduled work, ready for your call.

Instructions:

1. Wait for the plan to finish drafting. Until it does, the approve button reads Preparing your plan….
2. Work through the proposed workflows and toggle each one on or off. Approving means enabling; deselecting means disabling. Switching a workflow on is your sign-off for what it does, so its runs never stop to ask for approval. To switch a whole set at once, use All jobs at the top of the list, or the toggle beside each cadence group.
3. Check the Monthly budget card, which shows the approved plan’s estimated usage against the recommended monthly amount, with a note of how many scheduled jobs are switched on. Beside it, the Primary goal card shows the goal drawn from the client brief. Your crew weighs every review, task and suggestion against it.
4. Click Approve & deploy, followed by the number of workflows you have switched on. Underneath it reads Starts immediately · cancel anytime · posts an onboarding report to the project chat.

• If the brief could not be read, the workflows arrive switched off rather than on, and the panel says so — the suggestions are based on what you told us rather than on the site itself.
• If the plan comes back empty, the button reads Go to the dashboard instead.
• Typing a reply into the chat on the left also ends onboarding and takes you through to the dashboard.

Nothing here is checked against your credit balance. The Monthly budget card is a read-only summary — the credits your selection adds up to, against a recommended monthly allocation — so approving switches the workflows on whatever that figure says.

If You’re a Website Owner (Invited)

Your invitation email contains a personal link from your agency.

Instructions:

1. Click Activate your account in the invitation email from your agency.
2. Check your name and email — both are pre-filled from the invite. If your agency entered a company name, change it to your own.
3. Set a password.
4. Agree to the terms.
5. Click “Create my account”. There is no verification code to enter — accepting the invitation happens as part of creating the account.
6. An About you page, headed Tell us about you., opens in your agency’s colors. Under Which of these describe you best?, select every role that applies, then choose your Level of experience. To skip for now, choose I’ll answer this later.
7. Select See my project. Your project opens. If your agency hasn’t added one yet, you land on Projects instead.

The registration screen itself is a single screen rather than the six-step wizard an agency works through: no step counter, no split panel, and a sub-heading that reads “Set a password to review and approve work on your site.” The inviting agency’s own branding is applied to the button and the terms checkbox. The About you page is the only setup step for a client; there is no brand discovery. Once it is done, you land in a scoped client workspace:

• The sidebar shows Projects and Workflows only, plus Help.
• Inbox, Boards, People, Analytics, and Settings are not shown.

Configuring Your Notifications

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

Instructions:

• Navigate to Settings → Communication → Notifications.
• Switch each notification type on or off. Atarim groups activity on a project into a single email automatically, so there’s no frequency to set.

• Administrators can adjust anyone’s notifications from People. Everyone can change their own from their profile (your avatar, then View Profile).

FAQs

Conclusion

Whichever side you're on, onboarding is built to get you to a working AI agency fast — for agencies, a read-first, register-later wizard that ends with an approvable workflow plan; for invited clients, a focused dashboard with Claro already waiting. The 6-step wizard is now the default path for new signups, so it is the flow most new accounts will see.