What is this for?
Assign a Card Program to team members who are already registered in your system so they can start using their card.
Who can do this?
Account administrators only.
Prerequisites:
✓ Team members registered in the system
✓ Card Programs created
✓ Available funds in your account
Step 1: Start the assignment process
From your Atlas home page, click the "Assign cards" button located in the upper right corner.
Step 2: Select team members
You'll see a list of all team members who don't have an assigned card yet.
You have 2 options:
Option A: Individual selection
• Check the box next to each team member you want to include
• Useful when you only want to assign cards to specific people
Option B: Bulk selection
• Check the main "Team member" checkbox in the header
• This will automatically select all team members on the list
• Useful for assigning cards to the entire team at once
💡 Tip: On the right panel, you'll see a real-time summary:
• Funds available: Total available balance in your account
• Team members: Number of people selected
• Total to be assigned: Amount that will be assigned (updates when selecting programs)
• Funds left: Balance remaining after assignment
Once you've selected all desired team members, click "Continue".
Step 3: Assign Card Programs
Now you must select which Card Program each team member will receive.
You have 2 ways to assign:
Method A: Same program for everyone
If you want all selected team members to receive the same program:
Click the "Select the card program for the selected persons" button (appears in blue at the top)
A dropdown will open with all your available Card Programs
Select the desired program
It will be automatically assigned to all team members
In the dropdown, you'll see each program with:
• Program name: E.g., "Wellness", "Test (25 USD)"
• Amount/Frequency: E.g., "$100/month", "$25/month"
• Categories: E.g., "Gyms And Wellness", "Food And Groceries", "All categories"
Method B: Different programs per team member
If you want to assign different programs:
Click the "Select card program" dropdown next to each team member
Choose the corresponding program for that person
Repeat for each team member
In this example:
• Karen Serfaty (Portugal): GOLD (75usd) → $75/month
• Karen Serfaty (Brazil): DIAMOND (100usd) → $100/month
• Nicolas Shuga (Brazil): SILVER (50usd) → $50/month
💰 The summary updates automatically:
• Total to be assigned: $225.00 (sum of all programs)
• Funds left: $15,366.05 (remaining funds)
Step 4: Confirm and assign
Once all team members have their program selected:
Review the summary on the right panel
Verify that "Funds left" is sufficient for future assignments
Click "Assign cards"
⚠️ IMPORTANT - This action is irreversible:
Once you click "Assign cards", the process cannot be undone
• An email is automatically sent to the team member notifying them that their card is ready to activate
• The program balance is reserved from your available account
What happens after assigning?
For the team member:
Receives an automatic email from Atlas
The email contains instructions to activate their card
Must complete their individual verification process
Once verified, can start using their card
For you (administrator):
Team members now appear in your "Team" view with:
• Card status: "Pending" (until they activate) or "Active" (already activated)
• Card program: The program you assigned them
• Budget: Spent balance vs. available balance
Important points:
⚠️ Irreversible action: If you make a mistake when assigning (e.g., wrong program, wrong person), you must immediately contact clientes@heyatlas.com or use the support chat to request help.
📧 Automatic email: The team member will receive their activation email immediately after assignment. Make sure you've selected correctly before confirming.
💰 Fund verification: The system validates that you have sufficient funds before allowing assignment. If you need more balance, you must fund your account before continuing.
🔄 Monthly programs: Remember that if you assigned a program with "Monthly" frequency, that amount will automatically renew each month.
Frequently Asked Questions:
Frequently Asked Questions:
Q: Can I assign multiple programs to the same team member?
A: Yes, a team member can have multiple Card Programs assigned simultaneously (e.g., monthly flexible benefit + birthday bonus).
Q: What happens if I don't have sufficient funds?
A: The system will prevent you from completing the assignment. You'll need to add funds to your account first.
Q: Can I change the program after assigning it?
A: Once assigned, you cannot change it directly. You must contact support for modifications.
Q: How long does it take for the email to reach the team member?
A: The email is sent immediately after clicking "Assign cards".
Q: What happens if the team member doesn't activate their card?
A: The card will remain in "Pending" status and the balance will be reserved until activated. You can track it from your "Team" view.
Q: Can I assign cards to team members in any country?
A: Yes, Atlas operates in 60+ countries. The system automatically detects the team member's country.
Q: If I make a mistake when assigning, how much time do I have to correct it? A: You should contact support as soon as possible. Once the team member activates the card, it's more complex to make changes.
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Common mistakes to avoid:
❌ Selecting "Monthly" for a one-time bonus If the program has "Monthly" frequency, it will renew every month. For one-time bonuses, use programs with "One time" frequency.
❌ Not reviewing the summary before confirming Always verify "Total to be assigned" and "Funds left" before clicking "Assign cards".
❌ Assigning without sufficient funds for renewals If you assigned monthly programs, make sure you have funds for the next automatic renewals.
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Next steps: