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Atria Accounts and Admin Roles

This article covers how Atria accounts work, including email setup and the Admin and Member roles within a workspace.

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Written by Lucas Prata

Getting an Atria account

Most people start by signing up at tryatria.com on the free plan. No credit card, nothing to expire — Start with Atria's free plan covers what you get.

If you've come through a demo with our team, your Customer Success Manager will help you get set up.

Email addresses

Any valid email address works — business or personal, Gmail included. We don't restrict providers.

To change the address on your account, see Transfer workspace ownership or change your admin email. It's the same article that covers what to do when the person who set your workspace up has left.

Roles: Admin, Member and Guest

Roles are set at Settings & membersPeople — click your profile icon to get there.

Admin — full control of the workspace. An Admin can add and remove ad accounts, invite and remove team members, manage workspace settings, and handle billing. Crucially, an Admin can also make someone else an Admin.

Member — can use the workspace and everything in it: Analytics & Launch, Inspo, Raya, Boards, the lot. What a Member can't do is manage ad accounts, team membership or billing.

Guest — a restricted role for people outside your team. Only available on our Business plan.

Before you buy anyone a seat, though: you can share a reporting snapshot with someone without giving them access to the workspace at all. If a client or a stakeholder only needs to see results, that's almost always the better answer. Share and collaborate covers snapshots.

You can have more than one Admin

You can, and you should. Multiple Admins have been supported for a while now and any existing Admin can promote a Member:

  1. Click your profile icon and open Settings & members

  2. Go to People

  3. Find the person in the list and change their role to Admin

That's the whole thing. No ticket, no waiting on us. There's no limit we've ever run into on how many Admins a workspace can have.

Our actual recommendation: keep at least two

We'd put this near the top of the list of things that cost nothing and save a genuinely bad afternoon.

The most common access ticket we get is someone discovering their workspace has no Admin, weeks after that person left the company. At that point billing, ad accounts and team membership are all frozen behind an email address nobody can log into, and we have to verify ownership before we can move anything.

So: two Admins minimum, at all times. Better still, put one of them on a shared mailbox your team controls rather than an individual's inbox. And if a colleague is resigning, promote their replacement before their last day — it takes them thirty seconds while they still have access, and it saves you the entire verification process.

If nobody left has Admin access

Then we do need to get involved, and there's a verification step because an Admin transfer hands over billing and full control of the workspace. The full process — including exactly what to send us — is in Transfer workspace ownership or change your admin email. we won't repeat it here; that article is the one that's kept current.


If you're not sure who holds Admin on your workspace, or you'd like a hand working out the cleanest way to structure access across a few brands or clients, just shout. Happy to sort it with you.

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