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Getting access to Rotas and Workforce Management

How to invite someone to Atlas and Rotas and Workforce Management

Written by Kathy Gwinnett

If an employee is having difficulty logging in for the first time following your invitation, follow these steps


How to Add a New Employee/Worker in Atlas

  1. In Atlas, navigate to Employees/Workers.

  2. Select Manage Users.

  3. Click Add Employee/Worker.

  4. Complete all required fields, including personal details, employee role, and admin settings.

  5. Ensure the Grant access to Atlas toggle is switched on, and specify whether the individual is an existing or new user.

  6. Enter the employee’s email address and click Save.

The employee will then receive a 'Welcome to Atlas' email and should then follow the steps to log in.


Troubleshooting access issues

If the employee didn't receive their welcome email Ask them to check their junk/spam folder first. If it's not there, you can resend the invitation by going to Employees/Workers > Manage, finding the employee, and clicking Resend Invitation from their profile.

If the employee's status shows as "Failed" on Atlas This means their account hasn't synced correctly between Atlas and WFM. This needs to be resolved by the Atlas support team — please contact [email protected] with the employee's name and your account details.

If you forgot to turn on the "Grant access to Atlas" toggle Go to Employees/Workers > Manage, open the employee's profile, go to the Administration tab, and switch the Grant access to Atlas toggle on. The employee will then receive a welcome email.

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