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An Introduction To Your Atarim Dashboard for Website Owners

What's different about the dashboard once you're logged in as a Website Owner — not a repeat of the general project tour.

Atarim team Updated 6 Aug 2026 · 6 min read
Getting Started
The Atarim dashboard as a website owner sees it, with the projects grid and task list
Before you start

Relevant for

  • Website Owners logging in for the first time
  • Clients invited by an agency to work on their own sites
  • Agencies who want to know what their clients will see

Required knowledge

  • None. This guide assumes you have just received an invite and have not used Atarim before.

Tools & resources needed

  • An invite link from your agency, or your own registered account

Most of the Atarim dashboard works the same whether you're an agency or a Website Owner. The chat panel, the screenshots, the Approval Queue, and your credits all behave identically — that general layout is covered in the project dashboard guide.

This article covers what's actually different on your side: a smaller account with its own limits, a scoped view of only your own projects, and a couple of screens that behave differently depending on who's paying.

In this guide you'll learn how to log in, make your first request, handle approvals, top up credits, and understand what happens when something gets handed to your agency.

What’s Different on Your Side

A Website Owner account is a smaller, focused version of Atarim. It’s scoped to your own sites and your own small team, with agency-side tooling left out.

What you get Included?
Up to 5 projectsYes
Up to 10 users — you plus 9Yes
AI chat with ClaroYes
AI reviews and approvalsYes
Chrome extension and WordPress pluginYes
Comments and image annotationsYes
Task status and priorityNo
Kanban boardsNo
Shared email inboxNo
Analytics and reportingNo
Multiple workspacesNo
Note
Your account is scoped entirely to your own projects and your own users. You’ll never see another of your agency’s clients, or anything from their internal workspace.

Step-by-Step Guide

Step 1: Accepting Your Invite

Your agency sets everything up before you arrive. By the time the invite reaches you, a workspace and your project already exist — accepting simply attaches you to them.

  • Select the invite link your agency sent you.
  • If you already have an Atarim account, accept and you’re in. If not, register first — you’ll be asked to set a password.
  • You’re attached to the workspace your agency prepared, as its Website Owner.
  • You land on a Projects screen scoped entirely to your own site or sites.
    • Invite email received from the agency
    The Invite Email From Your Agency
    Note
    Your agency owns the workspace and is billed for its usage until you start paying directly. That’s why you won’t find workspace settings on your side — the workspace itself belongs to them, and your account is attached to it rather than owning it.

    Step 2: Finding Your Way Around

    Your dashboard is a focused version of Atarim, scoped to your own sites. Most of the agency-side tooling isn’t part of your account, so it doesn’t appear at all.

    Instructions:

  • Check the sidebar. It contains Projects and Workflows, with Help at the bottom.
  • Select Projects to see your site or sites as cards.
  • Select a project card to open its dashboard, where the chat panel, screenshots, Approval Queue, and credits all live.
    • Website Owner Projects screen with a narrow sidebar
    The Website Owner Projects screen, showing a sidebar with Projects and Workflows, and project card/s.
    Tip
    If your agency has set up White Label, this screen carries their logo and colours rather than Atarim’s. That’s intentional — you’re working in your agency’s branded environment, not a generic system.
    Note
    Your sidebar is narrower than an agency’s. Agency-side tools like People, Settings, and Analytics aren’t part of your account, so they don’t appear at all. Your tasks live inside each project rather than on a separate board.

    Step 3: Making Your First Request

    Everything starts with a conversation. You don’t need to know how Atarim will handle a request before you make it.

  • Open your project to reach its dashboard.
  • Find the chat panel and describe what you want in plain language. There’s no syntax to learn.
  • Or leave a comment directly on the live page, the same way anyone else on the project would.
  • Watch for Claro’s response. Depending on what you asked, it will either show you how to do it, do it directly, or hand it to your agency.
    • A single request routed by Claro
    One Request, and Claro Handles the Routing
    Tip
    Don’t try to work out which of those three outcomes to expect before asking. Describe what you want and let Claro sort out how it gets handled.
    Note
    Claro can only make changes directly on WordPress sites with the Atarim plugin connected. On other sites it will explain what needs doing, or pass it to your agency instead.

    Step 4: Approving Work

    Changes are queued for your sign-off before they run. The Approval Queue is where that happens.

    Instructions:

  • Open your project dashboard and find the Approval Queue.
  • Stay on the Pending tab to see anything waiting on you. The panel describes it as reviewing and signing off on actions the AI Agency wants to run before they happen on this project.
  • Review the specific change described.
  • Approve it, or leave feedback requesting changes instead.
  • Switch to the History tab at any point for a record of what you’ve already approved or dismissed.
    • Pending approvals waiting for sign-off
    Pending Items Wait Until You Sign Them Off
    History of previously approved and dismissed items
    A Record of What You’ve Already Decided
    Warning
    Check the Pending tab regularly. Work can stall waiting on your sign-off with no other prompt beyond this queue — if a job seems to have stopped progressing, look here before assuming something’s broken.
    Note
    Plugin installs always come through here. If a job needs a plugin your site doesn’t have, it’s queued for your approval rather than installed automatically — with no exceptions, including requests that started in chat.

    Step 5: Watching Your Credits

    AI actions consume credits. Your project dashboard shows a Credits Utilization panel with how much you’ve used, how much is scheduled, and how much remains.

    Instructions:

  • Open your project dashboard.
  • Find the Credits Utilization panel.
  • Check the Used, Scheduled, and Available figures.
  • If you’re running low, contact your agency — they allocate credits to your account from their own pool.
    • Credits panel showing how much allowance remains
    Tracking How Much of Your Allowance Is Left
    Warning
    While your agency is funding your account, the credits they allocated to you are drawn from their own pool as you use them. If you run low, they’ll need to allocate more before AI actions will run.

    FAQs

    Why is my sidebar smaller than my agency’s?

    Agency-side tools like People, Settings, and Analytics aren’t part of a Website Owner account. Your view is scoped to your own projects.

    Can I see my agency’s other clients?

    No. Your account only ever shows your own projects and your own users.

    How many sites and people can I have?

    Up to 5 projects and up to 10 users — you plus nine others — on a single workspace.

    Why can’t I set a task’s status or priority?

    Those are agency-side controls and aren’t included in a Website Owner account.

    Does anything happen on my site without my approval?

    No. Actions are queued in the Approval Queue and wait for a person to sign them off, including plugin installs.

    Who do I ask if I’m not sure whether I’m self-paying or agency-billed?

    Your agency. It determines whether Get More Done opens a top-up screen or routes you to them.

    Do I need to raise a ticket when something goes to my agency?

    No. They’re notified and pick it up directly.

    Why does my dashboard carry my agency’s logo?

    Your agency has set up White Label, which replaces Atarim’s branding with their own.

    Why is my approval queue always empty?

    An empty queue means nothing is waiting on you, not that something has gone wrong.

    Why can’t Claro edit my site directly?

    Direct editing needs a WordPress site connected through the Atarim plugin. If your project is registered as a custom URL site, Claro will explain what needs doing or route it to your agency instead.

    Conclusion

    Most of your dashboard works exactly as it does for your agency. The differences that matter are the narrower sidebar, the smaller set of features on your plan, and how credits get topped up depending on who's paying.

    The one habit worth building is checking your Pending approvals. Almost everything else runs on its own, but work genuinely stops until you sign it off.

    Tips & best practices

    • Check your Pending approvals regularly — work can quietly stall waiting on your sign-off
    • Ask your agency early whether you're self-paying or agency-billed, so Get More Done doesn't surprise you
    • Describe what you want in plain language rather than trying to guess how Atarim will handle it
    • Leave comments directly on the live page when the change is visual — it's faster than describing where something is
    • Read Claro's opening message on a new project; it's a free review of your site you didn't have to ask for

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