Hello, how can ATALINK help you?

To manage members of your Company, your login account must be assigned to one of the following roles:

• Super Administrator
• Administrator
• User Manager

1. Add member

Step 1 : Access My Tasks > tap on General Management > Members

Step 2 : Tap on + Add Current Members to add a member to your Company.

Note: You can add only the members who registered an account on ATALINK already.

Step 3 : On the Add Current Members screen, search a user name and then tap on the icon + next to that user name

Note : Only users registered on ATALINK can be found.

Step 4 : Assign a Role . There are 5 roles for members to use in Sales Management. Depending on the role, the view and action will be different.

• Boss
• Sales Administrator
• Sales Manager > Level
• Sales Person

Step 5 : Select Title , Member since for that user. Then tap on the Add member button to finish adding the new member to your Company.

Note : The added user has to accept your request to be able to access ATALINK functions according to the assigned role.

2. Approve a Pending Request from Member

Step 1 : Access My Tasks > General Management > Members

Step 2 : On the Members screen, you can approve a request at the Pending Requests section

Step 3 : Assign a Role for that user

• Boss
• Sales Administrator
• Sales Manager > Level
• Sales Person

Step 4 : Tap on the Save button to finish the approval.