Skip to main content

Atria accounts and admin roles

How Atria accounts work, which email addresses you can use, and what Admins, Members and Guests can do.

Written by India Carter

Get an Atria account

Sign up at tryatria.com on the free plan. No card is needed. See Start with Atria's free plan.

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

Email addresses

Any valid email address works, including personal addresses like Gmail.

To change the email on your account, see Transfer workspace ownership or change your admin email.

Roles

Set roles in Settings & members → People. Click your profile icon to get there.

  • Admin: can add and remove ad accounts, invite and remove people, change workspace settings, manage billing, and make others Admins.

  • Member: can use everything in the workspace, including Analytics & Launch, Inspo, Raya and Boards, but can't manage ad accounts, team members or billing.

  • Guest: view-only access to the ad accounts you choose, for people outside your team. Guest access is included on Business and Enterprise.

If someone only needs to see results, you can send them a report snapshot instead of giving them access. Snapshots work on every plan. See Share and collaborate.

Add another Admin

Any Admin can promote a Member:

  1. Click your profile icon and open Settings & members.

  2. Go to People.

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

There's no limit on the number of Admins.

Keep at least two Admins

If your only Admin leaves, billing, ad accounts and team settings are locked until we verify ownership. To avoid this:

  • Keep at least two Admins.

  • Consider giving one Admin role to a shared mailbox your team controls.

  • If an Admin is leaving, promote their replacement before their last day.

If no one has Admin access

Contact us and we'll verify ownership before moving the Admin role. See Transfer workspace ownership or change your admin email for what to send.

For more on inviting people and limiting which ad accounts they see, see Manage account access.

Did this answer your question?