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Who is this article for?
  • Atlas users with Admin permissions. Manage team members from Settings > Team members.

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What this does

Team members are the staff who can log in to your Atlas dashboard and POS tablets. Each member has a role that controls what they can do, and outlet access that controls which outlets they work in. This page shows you how to add, update, and remove them.

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When to use this

  • You’re adding a new employee who needs dashboard or POS access.
  • You want to change someone’s role or which outlets they work in.
  • You need to set up or change a staff member’s POS pin code.
  • You’re removing access for someone who has left.

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Roles

Each role gives a different level of access: Voiding and refunds: Managers, Finance, and Admins can void orders and process refunds. Servers and Cashiers cannot. To let someone void or refund, give them one of those roles. Voiding always requires a reason.
Need a role with a different mix of permissions? Custom roles aren’t available to set up yourself yet. Contact Atlas support at hello@atlas.kitchen and we’ll configure one for you.

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Steps

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Add a team member

1

Open Team members

Go to Settings > Team members.
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Sidebar navigation with Team members highlighted

2

Tap Add to team

Tap Add to team in the top right corner.
3

Enter an email and select a role

Enter the staff member’s email address and select a role from the dropdown. See the Roles table above for what each role can do.
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Add to team form

4

Fill in the remaining details

Complete the rest of the staff member’s details. Admin and Finance roles can access all outlets. For other roles, select the outlets and brands they can work in. Save to create the account.

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Update a role or outlet access

1

Open the actions menu

Go to Settings > Team members. Tap the ⋮ menu on the right of the staff member’s row.
2

Choose what to update

  • Tap Update role to change their role.
  • Tap Update outlet/brand access to change which outlets and brands they can work in.

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Set up a POS pin code

Staff use a 6-digit pin code to unlock and switch users on POS tablets.
1

Open the actions menu

Go to Settings > Team members. Tap the ⋮ menu on the right of the staff member’s row.
2

Tap Update pin code

Tap Update pin code. Enter a 6-digit pin code, reconfirm it, and save. The pin code must be 6 digits with no letters.

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Reset a password

Staff reset their own password from the login page, not from Team members. On the login page, the staff member taps Forgot password and follows the email link to set a new one.

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Remove a team member

Removing a team member revokes their access right away. There’s no temporary deactivation. To restore access later, add them again.
1

Open the actions menu

Go to Settings > Team members. Tap the ⋮ menu on the right of the staff member’s row.
2

Tap Remove team member

Tap Remove team member and confirm. Their access to the dashboard and POS tablets is revoked.

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What should happen

  • New team members appear in your team list straight away.
  • They can log in to the dashboard or POS based on their role. For email access, the staff member sets their password from the login page using Forgot password.
  • Removed team members lose access to all dashboards and tablets straight away.

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If it doesn’t work

  • Check the email address on their profile is spelled correctly.
  • Ask them to set their password from the login page using Forgot password.
  • Confirm their account has a role that includes dashboard access.
  • Make sure the pin code is 6 digits and was entered correctly.
  • Check the tablet has an active internet connection.
  • Confirm the staff member is assigned to that outlet.
  • Tap the ⋮ menu on the right of their row and tap Update outlet/brand access.
  • Confirm the correct outlets and brands are selected.
  • Ask them to log out and back in.
If the issue persists, contact support at hello@atlas.kitchen.

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Next steps