Settings

Atlas settings

Business profile, defaults, permissions, autonomy rules.

Assistant readiness

Run these before enabling sensitive integrations (Stripe writes, external messaging). Green baseline means Atlas behaves like a polished assistant across every channel.

Business profile

Owner
Nathan
Primary business unit
EGEN Marketing
Secondary unit
FloorQuoter
Default country
UK
Default currency
GBP

VAT defaults

  • UK clients: 20% VAT.
  • US / non-UK: No VAT.
  • Revenue & profit: shown ex VAT.
  • VAT liability: tracked separately.

Team permissions

MemberRoleKPIsFinanceSalesNotesOwn tasks

Autonomy

Safe — auto
  • Create draft notes
  • Create draft tasks
  • Create reminders
  • Create message drafts
  • Add briefing items
Needs approval
  • Change client health/status
  • Save important long-term memories
  • Create or update finance records
  • Create sales opportunities from uncertain input
  • Approve external-ready drafts
Never (Batch 1)
  • Send client messages
  • Send contracts
  • Create Stripe subscriptions
  • Change ad budgets
  • Delete records
  • Send invoices
  • Send cold outreach
Integration credentials — coming with Batch 2Niche / service targets — manageable via Memory in Batch 1