If you are one of your organization’s administrators, you have the ability to add and remove users, change roles and org charts, and update custom field mappings in Atrium.
Updating the Org Chart
Setting Custom Salesforce Mappings
Updating the Org Chart
All changes to your org chart are made through the “Edit Organization” page, which can be found in the menu at the top right of your screen when you’re logged into Atrium.
If this menu does not appear, that means you are not currently set as an administrative user. If this is an error, please contact your Success Manager.
Add a New User
If you want to add a new user who already has a seat in Salesforce, the quickest way to do so is to:
- Check the box that shows “Untracked Employees”
- Search for the employee’s name in the search box at the top of the page
- Click the “Start Tracking” link next to the employee
- Fill in the appropriate information about their manager and role
Here’s what that looks like:
You can also add a new user via the "Add an Employee" button at the top, right-hand corner of the page.
From this screen you can either search for an employee in Salesforce using the search bar at the top of the page or, for anyone who does not have a Salesforce seat, provide the individual's first and last name and email address in addition to the information mentioned above.
If you create a user in Atrium via this screen, the software will then try to locate a corresponding Salesforce seat for that individual. However, a Salesforce seat is not required to have an Atrium login.
Remove a User
If an individual leaves your organization or moves into a role outside of those covered by Atrium, you can mark them as Former and indicate the date on which they exited their last role.
From the "Edit Organization" name, select the appropriate user and edit their "Employee Status" from "Current" to "Former".
Then, enter their employment end date and hit Save.
Change a User's Role or Manager
If an individual is promoted or changes teams, you can reflect that in Atrium by changing the individual's Discipline, Segment, Level, or Manager and updating their Role Start Date.
Here's what that looks like for an Individual Contributor who is changing to a new Individual Contributor role:
For an Individual Contributor who is being promoted to a Manager role, update the Level information first, and prompts for the other relevant information will appear:
Fix Incorrect Role Information
This option is available via the same menu as changing a user's role, above, but overwrites existing information instead of registering a change in role.
This matters because the Role Start Date determines when a rep's data starts to be included in their current team averages and peer alerts and whether that rep is being treated as someone who is ramping in a new role or tenured in their existing role.
Setting Custom Salesforce Mappings
The ability to update field mappings is available via the "Company and Salesforce Settings" page, which can be found in the menu at the top right of your screen when you’re logged into Atrium.
If this menu does not appear, that means you are not currently set as an administrative user. If this is an error, please contact your Success Manager.
Edit Company Information
On this page, you can update how your company's name appears in Atrium and the list of domains that should be considered internal domains, when deciding whether emails and meetings are internal or with customers and prospects.
You can also set your fiscal year here.
Salesforce Data Mapping
Here, you can select which fields reflect your company's values for Bookings and Pipeline, tell us how you distinguish between different types of opportunities, provide the field use to identify an opportunity's source, and tell us how to know who should receive credit for creating the opportunity on the Opportunities Created card. You can also tell us when an opportunity has reached a "sales accepted" or "sales qualified" stage.
Opportunity Type is important because we separate out the metrics we track in Atrium for new vs. existing business opportunities, since those kinds of deals have very different sales characteristics. After you have selected the field that identifies Opportunity Type, you can also map those opportunity types to "New Business", "Existing Business", or "Other".
Call Types & Dispositions
This is where you tell us which of your Task types in Salesforce should count as calls for the Calls card calculations.
