Managing Your Account Settings in Atarim

Step-by-Step Guide

1. Accessing Your Account Settings

You can access the account settings from the main Atarim dashboard.

Instructions:

1. Log in to your Atarim account.
2. Click on the Settings icon located in the navigation bar to open the settings panel.
3. You will see five main tabs: Settings, Emails & Notifications, Canned Responses, Integration Settings and Workspace Settings.

Note: Make sure you have administrative permissions to access and modify these settings.

2. Settings

The Settings tab lets you configure settings that affect how Atarim interacts with all projects. You can manage general settings, use white label options to customize the interface, and set user permissions.

Instructions:

General settings

• Toggle Atarim On or Off for All Projects: Activates or deactivates the Atarim platform across all projects that have their global settings enabled, allowing for centralized control.
• Toggle Show Task Sticker by Default: Determines whether the task sticker (used to create visual task markers on pages) is displayed automatically when users interact with the interface.
• Toggle Remove Backend Commenting: Disables the ability to leave comments on the backend of websites, ensuring all feedback and task management are focused on the frontend. (This is applicable to collaboration via WordPress plugin)
• Toggle Minify Images: Compresses and optimizes images uploaded to tasks, reducing file sizes to improve performance without compromising quality.
• Enable or Disable Two-Factor Authentication: Adds an extra layer of security by requiring users to provide a second form of authentication when logging in.

White Label Settings

• When using White Label settings, the Atarim logo is replaced in all locations on the project frontend, including Bottom bar, Sidebar, Email notifications and any other elements on the project frontend that feature the Atarim logo will also be updated with your custom logo. (available on Expert & Agency plans)

User Permissions

• Adjust user permissions to control what different roles (Administrator, Contributor, Collaborator) can do within the platform.
• Set specific permissions for each user role such as:
  • Add User:
    • Grants the ability to assign a user or team member to a specific task.
    • Useful for delegating responsibilities and keeping tasks organized.
  • Priority:
    • Determines whether a user can set or modify the priority level of tasks (e.g., Low, Medium, High).
    • Helps manage task visibility and urgency.
  • Status:
    • Grants the ability to change task statuses (e.g., In Progress, Completed).
    • Critical for tracking task progress and workflow updates.
  • Information:
    • Allows access to view detailed task information, such as browser details, screen size, and other metadata captured during task creation.
    • Essential for troubleshooting or understanding the context of a task.
  • Delete:
    • Allows a user to delete tasks.
    • Helps maintain project cleanliness but should be limited to avoid accidental data loss.
  • Auto Screenshot:
    • Enables users to view screenshots that are automatically taken during task creation.
    • Provides visual context for the task, ensuring clarity in reported issues or feedback.
  • Color-Coded Stickers:
    • Displays stickers with color coding based on task status and priority.
    • When disabled, stickers appear in black, making this setting important for quick visual identification.
  • Display Number on Complete Task:
    • Enables showing the task number when marking a task as completed.
    • Helps with reference and tracking in task management.
  • Keyboard Shortcuts:
    • Allows users to use platform-specific shortcuts for quicker navigation and task management.
    • Ideal for power users but may be unnecessary for less tech-savvy roles.

Note: White label settings are only available on paid plans.

3. Emails & Notifications Settings

The Emails & Notifications tab allows you to configure your email inbox, set up email forwarding, and customize notifications for project updates, team activity, and task status changes. This ensures that key team members receive timely alerts, helping you stay informed without overwhelming your inbox. You can also white label your email communications by customizing the sender name and email address, and leverage Atarim’s built-in Email Support Desk to streamline all email-based communications with your clients.

Instructions:

Email Settings

• From Name:
  • Navigate to the Emails & Notifications tab.
  • In the From Name field, input the name you’d like emails to be sent from.
  • Click Save Changes to apply the new sender name.
• Inbox Email Address:
  • In the From Inbox Email Address field, enter the email address you’d like to use.
  • Click Save Changes to finalize the new sender email.

Email Setup

• Forwarding Address:
  • Copy the Atarim Inbox email and set up forwarding into your personal email account.
  • Set up domain authentication if needed by following the instructions in the Domain Verification article.
• Verifying Forwarding:
  • Click the Verify Forwarding button.
  • An email will be sent to the address you provided. Once verified, your email forwarding is complete.
  • If it fails to verify, reach out to our support for further help.

Additional Email Options

• Send Email Notifications to Additional Addresses:
  • In the Additional Notification Emails field, enter the email addresses where notifications should be sent, separating them with commas.
  • Click Save Changes to confirm.
• Email Signature:
  • Navigate to the Email Signature field.
  • Enter the signature you’d like to include in all outgoing emails (e.g., your name, title, company name, and contact details).
  • Click Save Changes to apply the email signature to your outgoing messages.

Email Notifications

The Email Notifications section allows each user to configure global settings to receive notifications for key updates.

• Send Email Notification for Every New Task: Sends an email when a new task is created. Users can configure this in their WordPress profile.
• Send Email Notification for Every New Comment: Receive notifications for new task comments. This can be configured in the WordPress profile or onboarding wizard.
• Send Email Notification When a Task is Marked as Complete: Users can receive notifications when a task is completed.
• Send Email Notification for Every Status Change: Sends email alerts for status updates. Configurable in WordPress profiles.

4. Canned Responses

The Canned Responses tab allows you to create, manage, and edit pre-written responses that can be quickly used for recurring communications. This feature is particularly useful for speeding up client interactions by sending consistent, high-quality responses without needing to type them out repeatedly.

Instructions:

Creating a Canned Response

1. Navigate to the Canned Responses tab from the Settings panel.
2. Click on Add New Canned Response.
3. Enter a title and compose your message.
4. Click Save to store the canned response.

Using a Canned Response

1. When replying to a task or sending an email, click the Canned Responses icon.
2. Select the canned response from the dropdown list.

Editing or Deleting a Canned Response

1. Navigate back to the Canned Responses tab.
2. Click on the response you’d like to edit or delete.
3. Make changes and click Save, or delete the response as needed.

5. Integration Settings

The Integrations tab provides access to external integrations such as Slack, Jira, Asana, and others, allowing you to streamline communication and task management across platforms.

Instructions:

1. In the Integrations tab, toggle on the desired integration (e.g., Slack, Jira, Asana).
2. Follow the prompts to complete the setup. Once enabled, your Atarim projects will sync automatically with the chosen platform.
3. Learn more about Integrations from here.

Tip: Integration with third party app is useful for real-time communication about task updates and feedback directly from Atarim.

6. Workspace Settings

The Workspace Settings tab allows you to manage global workspace settings, including team roles, task management, and workspace-specific details.

Instructions:

Creating a New Workspace

1. Navigate to the Workspace Settings tab.
2. Click on Create New Workspace.
3. Enter the workspace name, description, and assign a workspace icon (white label).
4. Select team members who should have access to this workspace.
5. Click Save to create the new workspace.

Editing or Deleting a Workspace

1. From the Workspace Settings tab, find the workspace you want to edit or delete.
2. Click on the workspace, then select Edit Workspace.
3. In the edit modal, you can rename the workspace, change the description, update the workspace icon, and manage team member access.
4. To delete the workspace, click Delete Workspace.

Tip: Regularly review and update workspace settings to ensure they align with your team structure and project requirements.