Team and access

Everyone in an organization has one role. These are the descriptions Gatlas shows, from the most access to the least:

• Owner: full control of the organization, including billing, principals, and every role.
• Principal: everything an admin can do, plus adding, removing, promoting and demoting admins in their companies.
• Admin: full control of sources, views, documents, and members. Cannot add or remove other admins.
• Member: explores all data, runs syncs, and uses the MCP connections an admin creates. Cannot change sources, create views, create MCP connections, or manage the team. An MCP connection is how AI assistants such as Claude connect to Gatlas.
• Viewer: read-only in the dashboard.

1. Go to Settings, then Members, and choose Invite member.
2. Enter their Email address and pick a Role.
3. With one company, they see your business, and the form does not ask. With several, choose under Companies what they can see:
   • All companies: every company, including ones added later. If your own access is limited, this reads All your companies and means the companies you have.
   • Companies and everything under them: each company you tick, plus every company under it, including ones added later.
   • Only specific companies: exactly the companies you tick. A company added under one of them later is left out until someone adds it to their access.

Someone whose access is Only specific companies can give others only specific companies too.

Gatlas emails the invitation and also copies the invitation link to your clipboard, so you can send it another way. The link opens a page where they choose Create account and join or, if they already use Gatlas, Log in and join.

An invitation expires after 7 days. Until it is accepted it waits under the Pending invitations tab. Open the menu on a pending invitation to Copy link and send it another way. Admins can also Resend it, or Cancel invitation if it went to the wrong address.

On Settings, Members, open the menu on a person's row:

• Edit role and access changes their role and, with several companies, which ones they can see. You can change a role only when you are above both their current role and the new one, so with one company the menu offers it only then.
• Make owner, shown to the owner, hands the organization to that person. The previous owner steps down to principal.
• Remove from and your organization's name takes them out of the organization.

Anyone except the owner can leave an organization with Leave organization under Settings, General. An owner transfers ownership first. Leaving, like being removed, stops every MCP connection that person created there. See Agent connections.

The owner sets up notifications on the Notifications page for the organization and for your business, or with several companies, for each top-level company. Admins and principals can also do it for companies nested under another company. Someone whose access is Only specific companies cannot, whatever their role, because Slack and its reports cover a company and everything under it. Choose one, then Connect Slack to pick the Slack channel its messages go to. Once Slack is connected you can turn on:

• Alerts, for sync failures, stale connections, connections that need reconnecting and other events.
• Scheduled messages, such as a weekly digest or a source health summary.
• Agent reports, for one company at a time: an owner asks a reporting question and an AI agent answers it from that company's data, citing the data it used. Each run is started by hand with Run report or Run again.

If the person who can install Slack is someone else, the Slack step offers a link you can send them instead.

Alerts can also go by email. Under Email notifications at the foot of the Notifications page, add a recipient and choose which alerts they get. Tick Weekly email digest to also send them a summary of the organization's syncs and published views every Monday at 09:00 UTC.

Settings, General holds the organization's name, and Business holds your business's name, description, AI context, region and logo. With several companies, each one keeps these on its own page, and Entity labels renames the levels of your company tree, for example to Fund and Portfolio company.

Everyone can see the plan under Settings, Billing; owners and admins manage it.