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Invite and manage team members

Atlas Verified help: AT-004

Summary

Use Invite and manage team members when you need to complete this workflow in Atlas Verified and understand what the app changes afterward. The feature starts from Account → Team, then usually updates a record, sends a request, creates a file, or opens a detail panel that becomes the source of truth for the next step.

Before you begin

Steps

  1. Go to Workspace → AccountTeam.

  2. Click Invite member; enter email and role.

  3. Send invite — recipient uses GS-007 flow.

  4. Manage pending invites or change roles from the team table.

Expected result

The app shows the expected record, email, file, status badge, or detail panel for Invite and manage team members, and you know where to continue the workflow.

Tips

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

  • Use the same navigation path each time: Account → Team.

Common issues

  • Wrong organization — Switch in the header (AT-008).

  • Persistent errors — See Troubleshooting (TS-012) or category TS articles.

Related articles

  • AT-001

  • AT-002

  • AT-003

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