Invite new staff members to your organization
Learn how to add new staff members to your AtomicSam organization. This lets you collaborate on jobs, track time, and manage permissions.
This guide shows you how to invite staff members to join your AtomicSam organization. Adding your team allows everyone to collaborate in one place and helps you control who can see and do what.
When you invite someone, they receive an email link to create their account and join your organization. You can assign them a role to control their level of access from the start.
Before you start
- You must have Admin permissions to invite and manage staff members.
Invite a new staff member
You can send an invitation directly from your organization settings. The person you invite does not need an existing AtomicSam account.
- Navigate to Settings → Staff.
- Select the Invite Staff Member button.
- Enter the person's First Name, Last Name, and Email Address.
- Select a Role from the dropdown menu to set their initial permissions.
- Select Send Invite.
ℹ️ Good to know: Invited staff members will receive an email with a unique link to join. This link is valid for 7 days. They will appear in your staff list with a
Pendingstatus until they accept.
Understand staff roles
Roles determine what a staff member can see and do within your organization. You can choose from three default roles when you send an invitation.
| Capability | Staff | Manager | Admin |
|---|---|---|---|
| View and manage jobs they are assigned to | ✔️ | ✔️ | ✔️ |
| View all jobs, including unassigned ones | ❌ | ✔️ | ✔️ |
| Create and manage clients, jobs, and quotes | ❌ | ✔️ | ✔️ |
| View financial reports and job totals | ❌ | ✔️ | ✔️ |
| Invite and manage all other staff members | ❌ | ❌ | ✔️ |
| Manage organization settings and billing | ❌ | ❌ | ✔️ |
Manage pending invitations
If an invitation has not been accepted, you can resend it or cancel it.
- Go to Settings → Staff.
- Find the staff member with the
Pendingstatus. - Select the Options (•••) menu next to their name.
- Choose Resend Invitation to send a new email link.
- Choose Cancel Invitation to revoke access. This action cannot be undone.
Good to know
- Adding new staff members may change your monthly subscription cost. You can review your plan and billing details in Settings → Billing.
- If an invitation link expires, you can resend it at any time from the Staff list.
- You can change a staff member's role after they have accepted their invitation and joined the organization.