How To Invite People To Collaborate On A Project
Easily invite team members and clients to collaborate on your Atarim projects.
Once you’ve created your project in Atarim, the next step is to invite collaborators. Whether you’re working with internal teams, clients, or external stakeholders, Atarim makes it easy to bring them into your workflow.
With a few clicks, you can grant access to your project, set permissions, and start collaborating in real time.
Relevant For
- Project Managers
- Designers & Developers
- Marketing Teams
- Clients & Stakeholders
Prerequisites
- Atarim Account – Sign up or log in at Atarim Login.
- Project in Atarim – Must exist before inviting others.
Step-by-Step Guide
1. Open the Share Modal for Your Project
Description:
The Share modal is your central hub for managing who can access a project and what they’re allowed to do.
Instructions:
- Go to your Atarim Dashboard.
- Hover over a project card.
- Click the “Share” icon (bottom-right of the thumbnail image).
Tip: You can also access the share options by clicking the user count on the project card if you’re an admin.
2. Choose Who to Invite and Set Their Role
Description:
Atarim supports multiple roles with varying levels of access. You can invite teammates or stakeholders based on the kind of involvement they need.
Instructions:
- Inside the Share modal, switch between the Team Members and Guests/Clients tabs.
- Enter an email address or copy the invite link.
- Select the appropriate role for the user (more on this below).
Recommendation: Personalize your invite message when adding clients to make them feel more welcome.
Note: The message included in the note here is part of the email invite that was sent.
3. Understand the Permission Levels
Description:
Different collaborators need different levels of access. Here’s how the roles break down in Atarim:
Instructions:
- Administrator:
- Full access to the entire dashboard, including user management, inbox, boards, and project settings.
- Contributor:
- Can access the Atarim dashboard but only see and collaborate on projects they’ve been assigned to.
- Collaborator (Guest/Client):
- Collaborators can access their own dashboard, where they’ll see the projects they’ve been invited to.
- Guests do not have access to anything apart from the project they have been invited to.
Note: Collaborators are ideal for clients or stakeholders who just need to provide feedback.
4. Share the Atarim Collab Link Directly
Description:
If you prefer to skip email invites, you can copy a unique collaboration link and share it manually.
Instructions:
- In the Share modal, go to the Guests/Clients tab.
- Click “Copy Link” at the top.
- Send the link via email, Slack, or any other communication channel.
Tip: Anyone with the link will be able to access the project as collaborator/guest, no login required.
FAQs
Yes! You can enter multiple email addresses in the Share modal.
Administrators & Contributors need an account. Guests do not.
Yes! Simply open the Share modal and update their role
They lose access, but their previous comments remain visible.
Admins can invite users and manage access roles, while contributors can invite others to the projects they’re part of.
Go to the Project page and hover over the desired project, then click the “Share” button. Navigate to the Manage Access tab and scroll down to view the list of people who currently have access. Locate the person whose access you want to remove, click the trash/bin icon next to their name, and confirm by clicking the Revoke Access button.
Tips & Tricks
- Use email invites for team members – Assign the right permission levels.
- Share the Collab Link for quick external access – Ideal for clients & stakeholders.
Summary
By using the Share modal in Atarim, you can easily invite collaborators, assign the correct permissions, and share secure access to your projects. This ensures everyone stays in the loop—whether they’re managing tasks or giving visual feedback.
