Access to this guide and the Console requires sign-in. The pages, controls, and records you can see depend on your organization, role, plan, and enabled features.
The authorization lifecycle
Use this lifecycle to understand where every Console screen fits:- Intent — a person, agent, workflow, or service proposes an action.
- Authority — the organization defines who or what may act and under what scope.
- Policy — rules evaluate the exact request and its context.
- Evaluation — the runtime returns
allow,deny,hold, orescalate. - Permit — an
allowmay issue a bounded, short-lived authorization artifact. - Verification — the execution boundary checks the permit before acting.
- Execution — the connected system performs the action; AtlaSent does not perform the underlying business action.
- Evidence — records link the request, decision, policy, permit, verification, and reported outcome.
Primary navigation
The reduced signed-in workspace contains 13 primary screens.
Additional advanced and administrative screens may appear for owners and administrators. They are intentionally outside the primary pilot navigation and should be used only when the relevant feature is enabled.
A good first session
1
Confirm who you are acting for
Read Acting for: Organization in the organization switcher before making changes or interpreting records. Membership, authority, billing, and evidence are tenant-bound.
2
Review Protected Actions
Confirm the action type, enforcement mode, and authority scope for the operation you want to govern.
3
Review the active policy bundle
A draft policy is not runtime authority. Confirm that the intended bundle and version are active before relying on results.
4
Inspect Decisions and Permits
Open a decision, read the matched policy and reason, then follow its permit and verification links when present.
5
Export evidence
Use Audit Trail or Reports & Evidence to prepare the evidence required for your review process.
Team members and external collaborators
A person can belong to more than one organization. The organization switcher selects the one authority boundary for the current action; it does not combine data or authority across organizations. In Users & Roles, invite an internal team member or a time-bounded external consultant. External access is labeled, requires an end date, and cannot hold the organization-owner role. The relationship label does not itself grant authority: roles, policy, delegation, approvals, and per-request evaluation still apply. Learn the full model in Organizations and memberships.Common controls
Next steps
Screen and field reference
Understand what every primary screen and field means.
Accounting Demo
Run the signed-in access-authorization lab in the isolated demo organization.