Managing Your Account Settings in Atarim

Account settings are where you configure everything that applies across your whole workspace — how the AI understands your agency, what your clients see, who on your team can do what, which emails go out, and which outside tools Atarim connects to. These are global settings that flow through to every project attached to your dashboard, rather than something you configure project by project.

That makes Settings the highest-leverage half hour in Atarim. Most of it is a one-time job, and most of it only applies to what happens after you save it — which is why doing it before your first client invite saves re-doing work later.

In this guide, you'll learn what each of the five sections controls, the exact click path to every setting, and how to tell whether a change actually saved.

What Can You Configure?

Settings is organised into five sections in the left sidebar:

AI Web Agency — Agency Brief, Upsell Machine, The Stack, Context Files, Credits & Usage

Workspace — White Label, User Permissions, Settings & Access, Security

Communication — Email Settings, Inbox Setup, Notifications, Responses & Prompts

Connected Apps — Atarim MCP, Integrations

Account — Workspaces, Personal Settings, Account & Billing

Step-by-Step Guide

Step 1: Opening Your Account Settings

Everything in this guide is reached the same way. Settings opens on Agency Brief by default, with the settings menu on the left and the selected screen on the right.

Instructions:

Log in to your Atarim account.

Select Settings in the navigation bar.

In the menu on the left, find what you need under one of the five headings — AI Web Agency, Workspace, Communication, Connected Apps, or Account.

Select it. The row highlights in purple and that screen opens in the panel on the right.

To find something fast, type into the Search settings… field at the top of the menu. The list filters as you type and headings with no matches are hidden.

The Settings Panel and Its Five Sections

Step 2: Setting Up Your AI Web Agency

This section is what your AI reads before it does anything — your brand, your services, your preferred tooling, and your supporting documents. Discover Agency Brief: Building Your Brand Kit

Agency Brief

Your brand snapshot: what your business is, who it speaks to, how it sounds, and what it looks like. Atarim introduces it on screen as “Set up your project brief — start with your website URL and I’ll draft a project brief you can review and edit below.”

Instructions:

Under AI Web Agency, select Agency Brief.

Under Project Brief Source:, enter your website address.

Select Generate Brief. The AI reads your site and drafts a brief you can edit.

Review the four tabs — Project Overview, Brand Assets, Brand Guidelines, Business Details — and correct anything that doesn’t fit.

Select Save Changes.

Generate a Brief Straight From Your Website

Upsell Machine

“Describe your agency’s services and areas of expertise. The AI uses this to identify opportunities for your team and to know when to bring you in rather than act autonomously.” Two fields, no other configuration screen. Inside The Upsell Machine: Turning Client Requests Into Billable Work

Under AI Web Agency, select Upsell Machine.

Fill in Agency Profile — who you are, the services you offer, and the work you do best. This is the text the AI matches client requests against, so be specific.

Fill in Rates & Pricing Context — for example an hourly development rate and a typical project price.

Select Save Changes.

Agency Profile and Rates Drive Opportunity Matching

The Stack

“The plugin that fulfils each functional category on this workspace. This is reference data for Atarim workflows and AI, configuring it never installs anything.” Fourteen categories, each with an Atarim default. Get Started With The Stack: Mapping Your Preferred Plugin to Each Functional Category

Each category shows a badge telling you where its value came from: Installed on site, Workspace default, Agency default, Recommended & Tested, Custom, or Not configured. To change one, select the plugin name to open the picker, then choose a recommended plugin, search the WordPress directory, or pick from plugins detected on the site.

Fourteen Categories With Their Resolved Plugin

Context Files

“The more context you add, the smarter the support. Upload brand guidelines, tone of voice docs, or agency briefs as PDF or TXT, and we use them to sharpen both page reviews and AI chat replies.”

Instructions:

Under AI Web Agency, select Context Files.

Drag files onto the dashed upload area, or select Choose files.

Confirm they appear in the grid below — new files carry a New badge.

Select Save Changes to store them

Credits & Usage

Overview

Credits are what every AI action actually costs. This screen shows your Used Credits bar and a running log of individual consumption events. Explore Credits & Usage: Tracking What Your AI Team Spends

Credit Balance and Usage

Credits are a single shared pool, so the usage log is the only place that shows which feature actually spent them.

Instructions:

From the main dashboard, select Settings.

Under AI Web Agency, select Credits & Usage.

Review the Used Credits bar, and the log below it, each entry naming its source, how long ago it ran, and its exact credit cost.

Select Add More Credits next to the usage bar whenever you need to top up directly.

Step 3: Configuring Your Workspace

White Label

“Rebrand the Atarim client interface by changing the main color, logo, and icon.” The Atarim logo is replaced across the project frontend — bottom bar, sidebar, notification emails, and every other element carrying it.

Instructions:

Under Workspace, select White Label.

Under Replace the Atarim logo, select Upload image and choose a 180×45px image.

Under Replace the Atarim favicon, upload a 50×50px image.

In Change the logo link, enter the address your logo should point to.

Under Change the main color, type a hex value beside the swatch or select Select a color. The Atarim default is #6D5DF3.

In Change the tutorial video, paste a link to replace the default client tutorial video, or leave it empty.

Select Save Changes.

Rebrand the Client Interface With Your Own Assets

Links from YouTube, Vimeo, Loom, Wistia, Dailymotion, Streamable, Vidyard, Awesome Screenshot and Google Drive convert to an embeddable player automatically. Reset White Label Settings, near the bottom, reverts everything to Atarim’s defaults in one action.

User Permissions

“Enable or disable features for each Atarim user type to override the defaults and shape your workflow.” A grid of capabilities down the left and five roles across the top: Owner, Administrator, Team Member, Website Owner, Collaborator. Understanding User Roles and Permissions in Atarim

Enable or disable features for each Atarim user type to override the defaults and shape your workflow.

Instructions:

From the main dashboard, select Settings.

Under Workspace, select User Permissions to see the capability table across five roles: Owner, Administrator, Team Member, Website Owner, Collaborator.

Toggle any capability per role.

Capability Grid Across the Five Roles

Settings & Access

Holds two things: your theme preference — Light Mode, Dark Mode, or System Preferences, applied instantly — and the identity and membership of the workspace you’re in. Rename your space, write a description, replace the 124×124px icon, then select Save changes. Add Team Members invites someone new, and the table below lists each member with their role and an access toggle.

Instructions:

From the main dashboard, select Settings.

Under Workspace, select Settings & Access.

Pick a default Theme — Light Mode, Dark Mode, or System Preferences.

Under Workspace, rename your space, write a workspace description, and replace the workspace icon (124×124px).

Review the team table below — each member’s role and an Access on/off toggle — and select Add Team Members to invite someone new.

Security

Control how your team authenticates and how long sessions stay active. These policies apply to everyone in your workspace. See How to Enable Two-Factor Authentication

Instructions:

From the main dashboard, select Settings.

Under Workspace, select Security.

Toggle Two-Factor Authentication to enforce it across your whole team — the screen shows a live count of how many users currently have it enabled (e.g. “0/67 Users Enabled 2FA”).

Step 4: Setting Up Communication

Until Inbox Setup is complete, selecting Email Settings, Inbox Setup, or Notifications all open the four-step wizard instead of the normal pages. A Back to Email Settings button beneath it skips out. This is expected, not an error.

Email Settings

“Choose the sender name and email address that will be associated with your Atarim account, this will allow you to white label the email features and notifications, and leverage the built in Email Support Desk.”

Instructions:

From the main dashboard, select Settings.

Under Communication, select Email Settings.

In From Name, enter the name emails should be sent from.

In Inbox Email Address, enter the address. It’s validated when you click away.

Write your Email Signature — it’s appended to every email you send from your workspace.

Select Save Changes.

Sender Name, Address and Signature

Email Signature requires a higher plan than the rest of this page. If yours doesn’t include it, the editor is read-only and the label carries an upgrade badge; the other two fields stay editable.

Inbox Setup

“Follow the steps below to set up your inbox address, verify your domain, and configure your email signature and notifications so we can send emails on your behalf.” Move between the four steps with Prev and Next. Get Help Adding DNS Records to Verify Your Domain

Instructions:

Email Setup. Enter From Name and Email, the address you’ll forward from. Both required.

Domain Verification. Copy the Forwarding Email Address and set up forwarding from your own inbox to it.

Select Verify Forwarding. Once confirmed it changes to Verified with a tick.

Expand DNS Records and copy each into your host’s DNS settings. The table gives Record Type, Host, Value, Priority and TTL, with a Verified column showing a tick or cross per record.

Select Verify DNS Records.

Email Signature, then Notifications to finish.

Forwarding Address and DNS Records

Notifications

Choose which email notifications your workspace sends. These are the workspace defaults, and each user can still fine-tune their own preferences from their profile. Email Notifications: Controlling What Your Workspace Sends

Instructions:

From the main dashboard, select Settings.

Under Communication, select Notifications.

Under Additional recipients, add any shared addresses (comma-separated, e.g. a support inbox) to receive a copy of every notification on top of the workspace users.

Toggle any of six notification types on or off: every new task, every new comment, a task marked complete, every status change, a rolling 24-hour report, a rolling 7-day report.

Additional recipients sends a copy of every notification to the addresses you list, separated by commas, on top of the workspace users. This requires a higher plan.

Responses & Prompts

One saved-text library serving two different jobs: write it once, reuse it forever. Responses go to your clients and team; prompts go to your AI experts. Reply Faster With Canned Responses

Instructions:

From the main dashboard, select Settings.

Under Communication, select Responses & Prompts.

Select + Add a Canned Response, give it a name, and write your message.

Toggle “Is this a prompt for your AI experts?” — off means it’s a response your team sends to clients; on means your AI experts can run it anywhere you talk to them.

Switch to the Templates tab for ready-made starting points instead of writing from scratch.

Step 5: Connecting Your Apps

Atarim MCP

“Connect Atarim to your AI coding agents over MCP. One connection exposes every site in this workspace to Claude and Codex, so client requests become executed work.” Learn More About Atarim MCP: Connecting Claude, Codex, and Other Coding Agents

Instructions:

Under Connected Apps, select Atarim MCP.

Under Connect an agent, select Claude, Codex, or Other.

Under Server URL, select the copy icon. A confirmation reads Server URL copied to clipboard.

Paste the URL into that agent’s own MCP configuration.

Integrations

“Based on the tool, the integration approach may differ. If you’re looking for automated integrations, automation tools like Zapier, Integromat, Pabbly or Webhooks. The other, native, integrations allow for deeper connection to your tools for better workflow.”

Available in this order: Chrome Extension, WordPress Plugin, Figma, Zapier, Pabbly, Make, Dollie, ClickUp, Slack, Asana, Jira, Teamwork.com, MainWP, Rocket, Basecamp, Trello, and Monday. For Zapier, Pabbly, Make and Dollie, toggle on then copy the API Key into that tool’s connection screen. For the rest, toggle on and follow that tool’s authorisation prompts. See All Integrations

Instructions:

From the main dashboard, select Settings.

Under Connected Apps, select Integrations.

Click through to the Chrome Web Store or WordPress Plugin Store for those two, or toggle Figma, Zapier, Pabbly, Make, or Dollie on directly.

Zapier, Pabbly, Make, and Dollie are API-key based — copy the API key shown once toggled on and paste it into that tool’s own connection screen. Figma connects via its own plugin store instead.

Step 6: Managing Your Account

Workspaces

“Workspaces provide an easy way to manage multiple brands, teams, and clients.” The table lists each workspace by Workspace Name, its Team Members count, and Quick Actions. Use Add Workspace to create a new one, or the edit action on a row to change an existing one. Deletion happens on that workspace’s Settings & Access page. See How to Add and Manage Workspaces

Workspaces provide an easy way to manage multiple brands, teams, and clients.

Instructions:

From the main dashboard, select Settings.

Under Account, select Workspaces to see every workspace you belong to — name, team member count, and a quick Edit action.

Use + Add Workspace to create a new one.

Personal Settings

Selecting this takes you out of Settings and into your own user record under People. Four tabs: User Settings, Activity Feed, Assigned Projects, and Pending Invites. User Settings holds your avatar, role, assigned-task notifications, password, two-factor authentication, revoke access, and your level of experience — which scales how the AI explains things to you.

Account & Billing

Your plan and price, licence count, and usage bars for Projects, Team Members, Workspaces and AI Credits, then Payment Information and Invoice Information below. Manage Your Account and Billing

FAQs

Conclusion

Configuring your account settings is a one-time investment that pays off across every client relationship that follows. Agency Brief and the Upsell Machine sharpen the AI's judgment so it knows your work well enough to spot an opportunity and knows when to escalate rather than act alone. White Label and Security shape what clients see and how your team logs in. Communication settings keep everyone informed without manual effort, and Connected Apps extends Atarim into the tools your team already uses.

The one thing worth remembering: saving isn't consistent across Settings. Roughly half the pages need an explicit Save and half save as you go. If a change doesn't seem to have stuck, check the saving table in Step 7 before assuming something is broken — it's the single most common cause of lost work here.