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Understand roles and permissions

Atlas Verified help: GS-005

Summary

Understand roles and permissions explains how this part of Atlas Verified works, where it appears in the product, and why a user would open it during daily compliance or trade operations. Use it to understand the purpose of the dashboard and onboarding routes under /auth and /onboarding, the records it connects to, and the next workflow a user is likely to need.

Before you begin

Steps

  1. Sign in and open the dashboard and onboarding routes under /auth and /onboarding.

  2. Locate the main module for Understand roles and permissions using the sidebar or Intelligence menu.

  3. Scan tabs and sub-panels named in this article; open one record to see typical fields and actions.

  4. Use Get Help (Atlas Agent) if a control is missing from your plan (GS-010).

Expected result

You know where Understand roles and permissions lives in the app, what the feature does, and which tabs or related records matter for your role.

Tips

  • Dashboard quick actions (DN-004) mirror most create flows.

  • Keep the related shipment, supplier, document, or organization open while you work.

Common issues

  • Wrong organization β€” Switch in the header (AT-008).

  • Persistent errors β€” See Troubleshooting (TS-012) or category TS articles.

Related articles

  • GS-001

  • GS-002

  • GS-003

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