General

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Questions related to Access

How to auto unblock from Atlas?It's possible to customize the number of login attempts on the platform. Exceeding the attempts defined by the company can result in your ...

I can't do my first access, what to do?So that your first access can be done, the first step we have to follow is the registration, where we will fill in the fields with our inf...

How to resend a registration invite?When necessary, it is possible to resend an invitation to a user who is listed as Pending Invite. Follow these steps: Click on your phot...

How to delete an user from the portal?When the user is removed from the company or simply must not have access to Atlas, the action that the administrator must take will be to ...

How to enable the resource "Conditional Access"?Conditional Access is the add-on where you can limit user access via IP and region. This add-on helps your company implement controls wher...

How to integrate SSO on Atlas?The goal of Single Sign-on (SSO) is to allow Atlas Governance users to log in without using passwords, utilizing the identity platform of ...

How to register on Atlas?There are two ways to register on the Atlas Governance Portal: The first is to be invited and receive the invitation via e-mail: Type the...

How to approve a new user in the portal?To approve a new user in the Portal, follow the steps: Go to the top right corner of your screen and click on your photo; Access the "Adm...

How to unblock a user on Atlas?In case of blocking due to exceeded login attempts, the user can self-unblock.Access the step-by-step guide here.In cases of blocking for ...

[APP] How to avoid always receiving the token when accessing?There is no need to log out in the app. When you exit the app, your session will automatically be terminated for security reasons. Upon ...

How to identify if there are blocked numbers on my phone to receive the token?If you are not receiving the token by SMS to access the portal, some number may be blocked on your cell phone. To verify, do the following...

[APP] How to enable the touch ID?To enable Touch ID, follow the steps below: Click on your photo in the right corner of the screen; At the bottom of the screen, enable 'U...

How to avoid receiving the token whenever accesing the Portal?The token serves as our second authentication factor when logging into the portal. But, if you are accessing by your own device, and you d...

I did not receive the Token (access code), what do I do?The delay in delivering the token is usually due to the delay some operators may experience. In that case, you can do the following: 1º: R...

How to edit a user’s mobile number or e-mail?Only administrators can perform these edits. To do this, click on your photo in the upper right corner and do the following: Navigate to...

How to lock the session to access the Portal?Click on your photo at the top right side of the page Select the "Lock Session" option We are always working to improve our services...

How to change the password?To change the password, follow the steps: Access the login link here; Fill the email field with your email and press 'ENTER', then click ...

General questions

How to delete an action?To delete an action, follow these steps: Click on the action you want to delete; Next, click on the three dots in the upper right corner ...

[APP] How to perform searches through the Atlas Search tool?The portal's search bar is capable of searching for practically any content within the Atlas, including phrases or individual words within...

How to perform searches through the Atlas Search tool?The search bar on the portal is capable of searching for virtually any content within the Atlas, including phrases or individual words wit...

How to integrate with Microsoft Teams?To perform the integration with Microsoft Teams, follow the steps below: Access your photo, located in the top right corner of the screen...

[APP] How to register on Atlas?The Atlas app is available for Android and iOS. To download the app on Google Play (Android), click here. And to download the app on the A...

How to insert your company logo in the portalThere is the possibility to customize the Atlas portal with your company's branding! If you are an administrator, follow the step-by-step ...

How to disable the browser translator?If the Google Translate extension is enabled, please disable it. This is because the extension, when translating, may cause display confli...

How to make filters on the Search of the portal?Atlas Search is an intelligent and in-depth search feature that makes it possible to find information within various fields of the Atlas, ...

How to change the name of your company on the Atlas portal?On the platform, we have options to customize some information according to the demand of each company. Just like the company’s registered...

Atlas addresses and domains unblockingAddresses Why Request Unblocking? In corporate networks protected by Proxy or VPN solutions, access to tools such as Atlas GOV or its file...

What if I participate in multiple companies?Atlas allows you to participate in multiple companies within the platform using the same login. It's important to note that you'll be abl...

Who can change the full name of my company?On the platform, we offer options to customize certain information according to each company's needs.Regarding the corporate full name of ...

[APP] How to make filters on the Search of the portal?Atlas Search is an intelligent and in-depth search feature that makes it possible to find information within various fields of the Atlas, ...

Why can´t I access the Support Atlas?Support chat is important for discussing questions about the Portal and to be able to report issues that are occurring, however, some rest...

How to open an incognito window?To open a new incognito window, Open the Chrome browser; Click the Three Dots in the top right corner of the screen; Select the "New Inco...

[APP] How to verify the version of my app?To check the version of your Atlas application, follow the steps below: Access the Atlas app; Click the menu on the left side of the scre...

How to clear the browsing data?To clear browsing data from your Google Chrome browser, follow the steps below: Open the Chrome browser; Click on the "Three Dots" in the...

How to edit the profile data?Click on your photo at the top right side of the page; Select the option "Settings"; Scroll down to the bottom of the page and click on "E...

Questions about Administration

Atlas FunctionsThe three main functions in Atlas are: Administrator (at account level); Owner (workgroup and content); Members (all users). In this a...

How to disable the token of electronic signatures?It is possible to disable the approval token for electronic signatures in Atlas. Despite removing this authentication factor, security is ...

Multiclient user - ADMThe multi-client users are users who work in more than one company within the platform with the same login.Therefore, if you have a user w...

Understand the "Audit Log" function!The audit log is a tool that helps in the management control of the actions being carried out in the company, being able to monitor quickl...

How to do an Administrator Backup?The Administrator Backup allows you to save the data stored in Atlas in a single archive that will remain available for access after downl...

Administration main screen features!The Atlas Governance portal works with granular permissions, so it is defined as an administrator the person who will be responsible for t...

Understand the functionality of the Permission manager resource!The Permission Manager is a feature intended to help administrators add users n areas where they lack access. To clarify, I will provide t...

How to set a user as an administrator on the Portal Atlas?To set a user as an Atlas portal administrator, follow these steps: Click on your photo in the upper right corner of your screen; Then se...

Integrations

I created the meeting, but I’m entering the video conference as a guest. What do I do?This is because the email used to make the integration in Atlas is different from the email that is registered on your Microsoft Teams or ...

Atlas Governance’s prior permission for Microsoft Teams integration in Active DirectoryThe integration of Microsoft Teams with Atlas Governance enables the automated creation of video conferences by generating meetings on boa...

How to enable Zoom Meetings Integrations?Click on your photo on the right side of the screen and select the button “Settings”; Go to the field “Integrations”; Enable the “Zoom” ...

How to resend a announcement?After creating and sending an announcement, if the recipients have not received it, it is possible to resend it. To do so, follow the step...

How to approve devices?Device approval is carried out by verifying user sessions on the platform, whether through the application or desktop. Each time a user lo...

Authorizing access to the Atlas portal through Azure AD groupsAfter the SSO integration, user authentication will be handled by Azure AD. However, for authorization to be based on allowed groups/users...

MS Teams: Check application consent in Azure DirectoryIn the Azure portal, navigate to Active Directory settings: Select Manage > Enterprise Applications; Find the "Atlas Governance OAuth"...

How to uninstall Atlas Governance app in the Zoom Marketplace?To uninstall Atlas Governance from Zoom, follow these steps: Login to your Zoom Account and navigate to the Zoom App Marketplace; Click M...