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  • Getting Started
    • Create an account
    • Connect your email
    • Import Data into Atmos
      • Migration from another CRM
      • Importing Leads and Contacts from a file
      • Other ways to get your data into Atmos
      • Avoiding Lead Duplicates
      • Steps To Import Your Data Successfully
  • Analytics Feature Guide
  • Agents Feature Guide
    • Agents Introduction
    • Agent Hierarchy
    • Agent Assignment
    • Agent Product Assignment
    • Agent Settings
  • Companies Feature Guide
  • Commission Feature Guide
    • Commissions Introduction
    • Commissions Settings
    • Commissions Plans
    • Commissions Targets
    • Commissions OverRides
    • Commissions Dashboards
  • CRM Feature Guide
    • Call options
      • Setup
      • Calling
      • Add a Personal Number
      • Group Numbers
      • Bring your own carrier (BYOC)
      • Porting your number
    • Power & Predictive Dialing
      • Using the Power Dialer
      • Using the Predictive Dialer
    • Emailing
      • Email configuration
      • Managing unsubscribe requests
      • Set up outbound email without inbound email tracking
      • Email Syncing
    • Email Sequences
      • Email Sequences
      • Enrolling Contacts in a Sequence
      • Pausing a Sequence
      • Resuming a Sequence
      • Duplicate or Delete an Email Sequence
      • Sample Sequence Templates
    • Leads
      • Leads
      • Lead statuses
      • Lead assignment
      • Deleting and Merging Leads
    • Custom Fields
    • Contacts
    • SMS
    • Inbox
    • Tasks
      • Tasks
      • Tasks Calendar
    • Opportunities
      • Opportunities
      • Opportunity List View
      • Opportunity Pipelines & Statuses
    • Custom Activities
    • Building a Clear View
      • Building a Clear View
      • Bulk email and email sequence Clear View Tips
    • Reporting
      • Reporting
      • Activity Overview Report
      • Activity Reports
      • Status Change Report
      • Sent Email Report
  • Sales Feature Guide
    • Managing Orders
    • Add a Subscription
      • Add a Subscription
      • Multiple Subscriptions
      • Subscription Customer View
      • Subscription and Order Relationship
      • Subscription Renewal
    • Refunds
    • Coupon Management
    • Sales Reports
  • Products Feature Guide
    • Add Products
      • Add Products
      • Product Categories, Tags and Attributes
      • Managing Attributes and Variations
      • Adding Product Images and Galleries
    • Custom Fields
      • Custom Fields
      • Creating a Field Group
    • Custom Tabs
    • Managing Shipping Classes
    • Managing Shipping Zones
    • Managing Taxes
    • Bulk Edits
  • Plans and Billing
    • Managing users and cancellation Groups
    • Customer Support Plans & Business Hours
  • Operations Feature Guide
    • Emailing
    • Dedicated Email Servers
    • GDPR and EU data privacy
    • Roles & Permissions
      • Roles & Permissions
      • Admin user role
      • Super User role
      • User role
      • Restricted User role
    • Data security and privacy
      • Data security and privacy
      • Reset your password
    • Diagnosing Calling Problems
    • Email Deliverability
      • Email Deliverability
      • Which IP addresses need access to my SMTP/IMAP server?
    • Exporting data
    • API keys
    • Integrations by type
    • Integration links
    • SMS Deliverability
    • Troubleshooting headset issues
    • Enabling Quality of Service (QoS)
    • Spell check
  • Communications
    • Dedicated Email Servers
      • Dedicated Email Servers
      • SendGrid
    • Gmail
    • Calling, SMS & Phone Number Usage
      • Calling, SMS & Phone Number Usage
      • Managing your Usage balance
      • Phone Number Billing
  • Other Zapier Integrations
  • Subscription Products
  • Teams and Territories

Admin user role

All three Atmos plans (Starter, Professional, and Business)
include the predefined role as a default. It may be assigned to any user, but cannot
be modified or edited in any way. 

The Admin role is required to always have all permissions enabled, as it is the only role with billing access. 

Admins can:

  • Manage all Users, Billing, & Roles/Permissions
  • Manage system Customizations – create/update/delete statuses, Custom Fields, Integration Links, organization name, currency, etc.
  • Manage Group Phone Numbers
  • Manage Team Clear Views, Email Templates and Sequences
  • Bulk Edit, Delete or Import leads.
  • Export lead or opportunity data to a CSV or JSON file
  • Utilize Bulk Email to send out email to several contacts or manage Bulk Sequence Subscriptions.
  • Modify, Delete and Merge Leads
  • Modify/delete other users’ opportunities, activities and tasks.
  • Modify/delete your own opportunities, activities and tasks.
  • Utilize Dialer to call or send SMS to contacts/leads. 
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