How to Invite Team Members, Clients, and Guests in Atarim

Atarim draws a clear line between internal team members, clients, and one-off guests — each uses a different invitation flow because they end up with different accounts and different views of the platform.

Step-by-Step Guide

Inviting Internal Team Members

First, the important distinction so you pick the right path — in V5 there are three different “invite” surfaces, and they’re not interchangeable:

• Workspace team — Administrators and Team Members, invited from People. This is the main one, and each person uses a seat.
• Project sharing — inviting people to one specific project or website only. This is how you add Collaborators and guests.
• Add a Client — creates a client with their own client workspace and a monthly credit budget, and invites them by email.

Two roles can be assigned when you invite from People: Administrator and Team Member.

Method 1 — Invite Team Members From the People Screen

Instructions:

1. From the main dashboard, open People in the left navigation. People is admin-only; if you do not see it, your role does not have People access.
2. Review the current team list and any pending invites shown here.
3. Select Add Team Member. The Invite Your Team window opens.
4. Enter their First Name, and their Last Name if you like.
5. Enter their Email Address.
6. Open the role menu, which shows Team Member by default, and choose Administrator or Team Member.
7. To invite several people at once, select + beside a row to add another, up to 20 people per invite, and repeat steps 4 to 6 for each.
8. Select Invite users.
9. Each person receives an email invitation and appears on the Pending Invites tab of People until they accept.

Method 2 — Invite people to a specific project (Project sharing)

Instructions:

1. From the main dashboard, go to Projects.
2. Hover over the project you want to share and select Share. Its tooltip reads “Invite stakeholders to create tasks on this project”.
3. The Collaborate on this project window opens on the Team Members tab. To copy a quick link to the project, select Copy Link at the top.
4. Under Add Team Members, type a name or email address and select the person. Only project administrators can add a new email address here.
5. If you are an administrator on the project, use the role menu beside the field (New Teammates are:) to choose Administrators or Team Members. Otherwise new teammates join as Team Members.
6. (Optional) Write a message under Add a Note.
7. (Optional) To let teammates join the workspace themselves, select Team Invite Link to copy a link you can share.
8. Select Invite My Team. Invited people appear under People with Access on the Manage Access tab, where you can resend an invite or remove someone. Pending invites there also have Copy Link.

Method 3 — Invite Users From Collaborate View

While working directly on your project in the frontend (Collaborate view), you can invite collaborators without leaving the design interface.

Instructions:

1. In the Collaborate view of your project, look at the bottom bar.
2. Select the Share button to open the same sharing modal that appears on the Projects screen.
3. Choose the Team Members or Guests and Clients tab, then add people as in Method 2 or the guest steps below. Collaborators who open Share see Work Together on This Project instead, where they can invite guests by email but not teammates.
4. Send the invitation.

Method 4 — Invite a Client (Agency, Credit-Based)

Add a Client

A client added this way gets their own client workspace, shown as a folder on your Projects screen, and a monthly credit budget. That is what separates it from a guest invite.

Instructions:

1. On the Projects screen, select Add new, then choose Add a client. The Add a client panel opens.
2. Enter the Brand name and the Client email. The email is required.
3. (Optional) Enter Average client revenue and Monthly requests, or tick Unlimited. Then choose the day the requests reset (Resets on day 1, 15 or 28 of each month).
4. Leave Notify the client ticked to email them an invite under your brand, or clear it to invite them later.
5. Set the Client budget: the monthly credits this client’s work can spend, from 1,000 to 10,000 a month. The field shows how many credits are available.
6. Under Assign projects to this client, select any existing projects.
7. Select Add client at the bottom of the panel. The client appears on Projects as a Pending folder until they accept.

Set the client’s budget

You set the first budget when you add the client. To change it later, use Set Budget. It appears in the folder menu once the client has accepted.

Instructions:

1. On the Projects screen, open the client folder’s ⋮ menu.
2. Select Set Budget. A connected client’s menu shows Client Settings, Set Budget and Disconnect Client. A pending client’s menu shows Client Settings, Copy Link and Revoke Client instead.
3. In the Set [client name]’s budget window, use the slider to set monthly credits (1,000 to 10,000). It starts at a recommended amount, or at 2,000. A badge such as Recommended or Below recommended rates the amount, and the window shows how many credits it leaves in your pool.
4. Select Allocate credits. If the budget is more than your pool, top up with Add to pool first. To have the client pay for the credits instead, select Share payment link and send them the copied link.

Move an existing project into a client’s folder

The steps above assign projects at the moment you create the client. To hand a project over afterwards, pick it in Client Settings or drag it onto the client’s folder.

Instructions:

1. On the Projects screen, open the client folder’s ⋮ menu and select Client Settings. The Edit Client window opens.
2. Under Assign Projects to Client, select the projects you want to hand over.
3. Select Save Changes.

Alternatively, drag the project card and drop it onto the middle of the client’s folder card. Dropping to the left or right of another project reorders your projects instead of moving them.

Guests (No-Login Collaborators)

For one-off feedback from someone who doesn’t need a full account, use a link-based Guest invite scoped to a single project — no registration required on their end.

Instructions:

1. Open the Share modal for the project — either from the Projects screen (the Share action on the project) or from the Share button in the Collaborate view. The Collaborate on this project window opens.
2. Select the Guests and Clients tab. You’ll see the note that guests are “invited to collaborate on this project only” and get a simplified interface.
3. In the Add Guests or Clients field, type the guest’s email address and press Enter to add it. Repeat to add more than one guest.
4. (Optional) Under Add a Note, add context for the invitation (“Provide some context for your invite…”).
5. Select Instant Invite – No Login Needed.
6. The guest receives an email invite and can open the project and leave feedback without creating an account — scoped to this project only. They join the project as a Collaborator.

When to use a Guest instead of a Client

If you’re not sure the relationship will be ongoing, invite as a Guest first. When it becomes ongoing, set them up properly through Add a Client — there isn’t a one-click convert from Guest to Client, so plan to do this manually.

Permission Levels Explained

• Administrator: Full access to everything in the Atarim dashboard, including project management, user invitations, and global settings.
• Team Member: Access only to the projects they’re assigned to. They can view and work on tasks within those projects.
• Collaborator: An outside reviewer added to specific projects. They see only those projects and have limited task controls by default, and they don’t use a seat.
• Guest: Someone with no Atarim account who comments on a project through its link, giving an email address and agreeing to the terms. A name is optional.

FAQs

Conclusion

Picking the right invitation flow up front — team, client, or guest — keeps your People screen organized and gets each person into the account type that actually matches the relationship.