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.
Take orders, collect payment, and apply preset discounts and vouchers.
Manager
Process refunds and voids, open discounts and items, and manage menus and outlets.
Finance
Manage refunds, payment processors, and discounts and vouchers.
Admin
Full access, including team and role management.
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.
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.
Add to team form
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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.
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.
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.
