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How do I add team members to Cards?

In this article, we'll show you how to onboard your team members through the Cards platform.

Brenda Young avatar
Written by Brenda Young
Updated over a month ago

How do I add team members to Cards?

Here's the step-by-step process to add new team members to Atlas's Cards service:

  1. Click on "Add Team Member."

  2. Fill in your new team member's personal information and click "Continue."

  3. Set the date when you want them to receive the welcome email and click "Continue."

  4. If you'd like, fill in the new team member's job information and click "Continue."

  5. In the next step, if you also offer our Health product, you can add it; otherwise, click "Continue."

  6. In the final step, you'll see a screen to review all the information before proceeding with user creation. You can click "Back" if you need to correct any details.

  7. If everything looks good, click "Add Team Member".

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