Complete Onboarding Guide for Creative Professionals
Everything you need to know to get started with Atellier and set up your creative business for success.
Welcome to Atellier
This guide walks you through everything you need to know to get your creative business set up on Atellier. From creating your organization to configuring your first pipeline, we cover every step.
Step 1: Create Your Organization
After signing up, you'll be prompted to create your organization. Enter your company name, industry, and team size. This determines your initial pipeline and field configuration.
Step 2: Invite Your Team
Navigate to Settings → Team and invite your team members by email. Assign roles (Admin, Manager, Sales, Designer) to control access levels.
Step 3: Configure Your Pipeline
Your pipeline is the backbone of your workflow. Customize the default stages to match how your business actually operates — from lead capture through delivery.