Documentation

For administrators

Managing researchers

The researcher tools let administrators invite, organize, and support everyone in your group.

Inviting researchers

Invite people individually or import a list to invite many at once. You can track who has been invited and who has accepted, and send reminders to those who have not joined yet.

Bulk import walks you through four steps: upload a CSV, map its columns, assign departments, then review and send. Your file needs a name, email, department, job title, an admin flag, and whether to send the invite.

The researcher management page with invite status
Invite researchers and track who has joined.

Roles

Atom has three roles:

RoleCan do
MemberUse Discovery and Proposals as a researcher.
AdminEverything a member can, plus manage researchers, view analytics, and set proposal rules.
OwnerEverything an admin can, plus organization setup.

Departments

Organize researchers into departments to filter your dashboards and reports by unit. Departments also help researchers find colleagues working in related areas.

Invitations do not have to go out all at once. Schedule a send date that lines up with a kickoff email or training session, so researchers arrive when they already know what Atom does.

Learn more about analytics and settings.