People, Roles, and Teams
Managing people profiles
Terminology
- Employees: Everyone in your organization who may need support or access through Atomicwork.
- Service team: Teams that use Atomicwork to provide employee support, such as HR, IT, Legal, and Finance.
- Agents: Employees who belong to service teams, such as IT managers, onboarding specialists, and FinOps managers. Agents work on managing requests.
People attributes
People attributes provide essential details about each employee, such as role, department, reporting manager, and contact information. Atomicwork includes 21 default people attributes.
Admins can use standard and custom people attributes in Profile Preview to control what appears when hovering over a user's name across the platform. Configure this org-level setting in Settings > Directory > People > Profile Preview.
- Choose up to 7 user attributes, including standard or custom fields, to display on hover.
- Reorder fields through drag-and-drop to prioritize key information.
- Preview changes in real time before publishing.
Work email is mandatory in Atomicwork and is the primary key for records. No two users can have the same work email. If work email is unavailable, Atomicwork uses personal email as the primary key.
The default attributes in Atomicwork are:
| Attribute name | Attribute type |
|---|---|
| Employee ID | Short text |
| First name | Short text |
| Middle name | Short text |
| Last name | Short text |
| Date of birth | Date |
| Gender | Dropdown |
| Personal email | |
| Work email | |
| Phone number | Phone number |
| Employment status | Dropdown |
| Hire date | Date |
| Start date | Date |
| Exit date | Date |
| Job title | Dropdown |
| Level | Dropdown |
| Team | Dropdown |
| Department | Dropdown |
| Reporting manager name | Dropdown |
| HRBP | Dropdown |
| Language | Dropdown |
| Timezone | Dropdown |
Creating a custom people attribute
You can customize people attributes to work for your team and processes.
- Navigate to Settings > Employee data under Organization and click the Attributes tab.
- Review the default attributes first, followed by your custom attributes.
- To edit an existing attribute, click the pencil icon next to the attribute.
- To create a new custom attribute, click Add at the top right and choose the attribute type.
Supported custom attribute types include:
- Short text
- Long text
- Dropdown
- Multi-select
- Phone number
- Number
- Date
- Checkbox
Custom attributes created here can also be used in Profile Preview. Admins can choose and reorder up to 7 attributes in Settings > People > Profile Preview to control what appears when hovering over a user's name.
To finish creating an attribute:
- Enter the display name.
- Choose whether this attribute should be mandatory.
- Enter an API field ID. The API field ID is visible as a placeholder and for API purposes.
- Click Add.
Assigning roles and workspace access
Assign users to workspaces and manage their access so they can work on requests, view and create journeys, and add knowledge for Atom.
- Navigate to Settings > Users under Organization and click the Users tab.
- Add users to your Atomicwork account by clicking Invite users at the top right. Enter their email addresses and assign permissions.
- Click ... for any employee in the list to update their roles and workspace access.
- Add them to specific workspaces and choose their workspace role.
- Click Update to save the changes.
You can also manage users directly in their respective workspace.