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How do I activate an Employee record?

Written by Hayley Jones
  1. Go to the Manage Section

  • Navigate to: Employees/workers > Manage > View (pink eye button) > Administration tab

2. Grant Access to Atlas

  • Find the “Grant access to Atlas” switch and turn it on.

3. Choose User Type

  • If the employee already has a user account, select ‘Existing User’.

  • If the employee does not have a user account, select ‘New User’.

4. Send Welcome Email

  • When you activate access, Atlas sends a “Welcome to Atlas” email to the employee. They can set their password and log in.

  • Verify Email Address Before Granting Access: Ensure the email address associated with the employee's profile is correct and matches the one they intend to use. Incorrect email addresses can lead to access issues later.

Troubleshooting: Email Conflicts and Duplicate Username Errors

If you see this error:
“It is not possible to create this user as another account exists with the same username, within your company. Each user account must have a unique username.”

This means: Email conflicts often occur because the same email address cannot be associated with multiple organisations within Atlas. Similarly, shared email usage across organisations is restricted to ensure account uniqueness and data integrity. To resolve email conflicts, verify that the email address is correct and matches the one intended for use. If the email is outdated or incorrect, update the user’s profile and send a password reset to the updated email address.

  • The employee’s email is already registered under a different company on Atlas.

  • You chose ‘New User’, but the email is already linked to an existing user. Solution: Select ‘Existing User’ and link the employee record to the existing account. - Consider if users need to be added without email requirements. In such cases: Go to Users > Add New User, turn off the “Has Email” toggle, and create a username with a temporary password to finalise account creation. Alternatively, administrators may contact the original organisation to request the removal of the email or use a unique username if the email cannot be disassociated.

  • Login Troubleshooting: Confirm that the user is entering the correct email address associated with their Atlas account. If access issues persist, follow the organization's account recovery or unlock process.

  • Account Activation Issues: Ensure the user account is activated, as inactive accounts cannot log in. If the account is inactive, activate it through the administration settings.

  • Grant Access to Existing Users: When granting access to an existing user, select 'Existing User' and verify that the email or username matches the existing account.

  • Update Permissions: After making changes to account activation or permissions, instruct the user to log out and log back in to see the updates.

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