What is this for?
Register your team members in Atlas so they can receive and activate their cards.
Who can do this?
Account administrators only.
You have 2 options:
Option A: Add team members one by one
Option B: Upload your entire team in bulk using a CSV file
Option A: Add an individual team member
Steps:
Go to the "Teams" tab
Click on "Add a team member"
Select "Add individual member"
4. Complete the information:
Personal Information (all required except language):
First name *
Last name *
Email *
Country *
Date of birth *
Language (optional)
Position Information (optional):
Job title
Department
Manager
5. Onboarding Settings:
Define when the employee will join Atlas:
Select the date when you want the team member to receive their welcome email
⚠️ Important: This date determines when the automatic onboarding email will be sent to the team member with instructions to activate their card.
6. Review and confirm in "Review and confirm"
Option B: Upload entire team (CSV)
Ideal for: Teams of 10+ people or when migrating from another system.
Steps:
Go to the "Teams" tab
Click on "Add a team member"
Select "Upload CSV"
Download the CSV template
Complete the file with your team's data: • Name • LastName • Email • Country
Upload the completed file
Review for errors
Confirm the upload
💡 First time uploading in bulk? We can help. Request assistance from your KAM or write to clientes@heyatlas.com
What happens next?
On the date you selected, the employee will receive two emails:
An onboarding email to create their password and access Atlas.
An email with information about the card and instructions to complete their individual KYC verification.
⏱️ Activation time: Once the team member completes their verification, their card will be active in 24-48 hours.
Important points:
📧 The email is sent automatically on the date you configure. Make sure it's a date when the team member is already onboarded at the company.
🌍 Team members can be in any of the 60+ countries where Atlas operates.
✏️ You can edit a team member's data before they activate their card.
Frequently Asked Questions:
Q: Can I change the onboarding date after creating the team member?
A: Yes, you can edit it from the Teams section before the email is sent.
Q: Does the team member need to do anything to activate their card?
A: Yes, they must complete their individual KYC and follow the instructions in the welcome email.
Q: What if I wrote the team member's email incorrectly?
A: You can edit the email before the onboarding date. If it was already sent, contact us to resend it.