Skip to main content

Manage account access

Give team members access to your account, and invite guests to view your reports.

M
Written by Margaret Julian
Updated over a week ago

Add team members

Growing your team? Getting new people set up is quick and easy:

  1. Click the "Invite" icon in the left panel

  2. Select "Member" and enter the email address of the person you want to invite

  3. Send the invitation

Billing note: Additional seats are $20/month each beyond your plan limit.

Pro tip: If your team member says they can't find a workspace to join, it's usually because the email they're using to log in doesn't match the invitation email exactly.

Quick fixes:

  • Make sure they're logging in with the exact same email you invited (emails are case-sensitive)

  • Check spam folders for the invitation email

  • Have them visit https://app.tryatria.com/invitation to see pending invitations

Still having issues? Email support@tryatria.com with the invitee's email address.

Remove team members

Sometimes people move on (we get it). Here's how to remove access:

  1. Click the profile icon at the top of the left panel

  2. Select "people"

  3. Find the team member you wish to remove

  4. Click "Remove"

Note: You'll need admin access to remove team members

Provide guest access

Guest access is available on Business and Enterprise plans, allowing you to share your workspace with clients, stakeholders, or external partners without adding paid seats.

Note: If you're not on a Business or Enterprise plan, you can still share reports with others by creating a snapshot.

What guests can see

Guests get view-only access to exactly the ad accounts you choose to share. They can view:

  • Analytics dashboards and performance metrics

  • Ad spend reports and breakdowns

  • Creative performance data

  • Campaign insights and trends

Guests cannot change reporting filters or create new reports.

How to invite a guest

  1. Click "Invite" in the left panel

  1. Enter the guest's email address

  2. Select "Guest" as their role

  3. Choose which ad accounts you'd like them to access

  4. Click "Send invite" β€” they'll receive an email that invites them to join

Guest access benefits

Guest access is perfect for:

  • Agencies showing clients their ad performance

  • Teams bringing in consultants for specific projects

  • Sharing dashboards with stakeholders who don't need full access

There's nothing like letting stakeholders see the performance numbers for themselves; it builds trust and saves you from sending endless screenshots.

Remove guest access

To remove guest access:

  1. Click the profile icon at the top of the left panel

  2. Select "people", then select the "Guest" tab at the top of the modal

  3. Find the guest member you wish to remove

  4. Click "Remove"


Related Articles:

  • Getting Started with Atria

  • Billing and Payment Management

  • Troubleshooting Common Issues

Did this answer your question?