Atria has three roles:
Admins manage the workspace. They add and remove ad accounts, invite and remove people, change roles, and manage billing.
Members use Atria fully. By default they see every ad account in the workspace.
Guests have view-only access to the ad accounts you choose. Use this for clients, stakeholders and freelancers.
Add a team member
Click the Invite icon in the left panel.
Select Member and enter their email address.
Send the invitation.
If they can't find the workspace, check they're logging in with exactly the email you invited, including capital letters. They can also check spam or go to app.tryatria.com/invitation.
Have more than one Admin
You can have several Admins, and any Admin can promote a Member. Click your profile icon → Settings & members → People, find the person and change their role to Admin.
If you only have one Admin and they leave, you can lose access to billing and settings. Add a second Admin, or give the role to a shared mailbox your team controls.
If your only Admin has already left, see Transfer workspace ownership or change your admin email.
Choose which ad accounts a member sees
By default, members see every ad account. To limit this (you need to be an Admin):
Click your profile icon → Settings & members → People.
Find the team member.
Assign them to specific ad accounts. They'll then only see those.
Members with no accounts assigned still see everything. Assignments only affect analytics. Inspo, AI Gen and Assets stay available to every member.
Invite a guest
Click Invite in the left panel.
Enter their email address.
Select Guest.
Choose the ad accounts they can see.
Click Send invite.
Guests can see dashboards, metrics, spend, creative performance and campaign insights for those accounts. They can't change filters, build reports, or use Inspo, AI Gen or Assets.
To change a guest's accounts or remove them, go to profile icon → Settings & members → People, open the Guest tab, and find the person.
Consider a snapshot instead
If someone only needs to see results, send a snapshot. It's a link to a fixed copy of a report. It doesn't use a seat and they don't need to log in. See Share and collaborate.
Remove a team member
Click your profile icon → Settings & members → People.
Find the team member.
Click Remove.
You need to be an Admin. If the person leaving is an Admin, promote their replacement first.
FAQ
Do I have to assign ad accounts to everyone?
No. Members see everything until you assign accounts.
Can guests see Inspo, AI Gen or Assets?
No. Guests only see the ad accounts you assign them.
Can I change a guest's accounts later?
Yes. Go to Settings & members → People → Guest tab.
My colleague can't find the workspace.
Check the email matches exactly, including capitals, then check spam or app.tryatria.com/invitation. If that doesn't work, email us their address.
Guest access isn't available in my workspace.
Contact us. In the meantime, snapshots may do what you need.
For help planning access, especially for agencies with client accounts, email support@tryatria.com.