You don't need to do anything differently to create a multi-company user. When you add a new user, Atlas automatically checks the email address and sets up multi-company access if needed.
To add a user:
Navigate to the Users screen and click Add a User.
Enter the user's first name, last name, email address, and profiles.
Click Save.
Atlas checks the email address automatically:
What Atlas finds | What happens |
Email is new to Atlas | User is created as a single-company user and receives a standard welcome email to set their password |
Email exists in another company | User is created as a multi-company user and receives a confirmation email — no new password needed |
Email already exists in the same company | An Email Already in Use error is shown |
💡 Tip: If an Email Already in Use error appears, use a different email address or locate the existing user record.
📝 Note: Multi-company access can only be set up when adding a new user. You cannot convert an existing single-company user into a multi-company user by editing their email address.
Editing a multi-company user:
You can edit a multi-company user's first name, last name, and profile assignments at any time.
The email address field is locked for multi-company users and cannot be changed through the admin interface. If you need to update a multi-company user's email address, please contact us via chat or contact us via email.