Atlas
Collaborative documents — blocks, live data, comments, presence and sharing.
Atlas is your collaborative document workspace — pages made of blocks, nested in folders, shared with the people who need them, commented on in place, and edited by several people at once. It is where the writing lives, as opposed to the Vault, where the files live.
Atlas is Growth and above.
In this guide
- Getting to the page
- Home
- Pages and the page tree
- Blocks
- Live data blocks
- Databases and tables
- The command palette and input rules
- Comments
- Presence and collaboration
- Sharing
- History
- Troubleshooting
1. Getting to the page
Click Atlas in the Docs section. It opens full-screen with its own rail.
Atlas keeps its /admin/atlas URL across every portal. Despite the path, it is a shared surface, not an admin page.
2. Home
Home is built around how you actually find a document:
- Your pages — what you own.
- Shared with you — pages that reached you through a share.
- Recent — what you touched last.
- Folders — drill down through your structure.
Access is enforced by the database. Home organises what you can see; it never decides it.
3. Pages and the page tree
A page has a title, an icon and a body of blocks, and can be nested under another page. The rail shows the tree; drag to reorder or re-parent.
4. Blocks
Everything on a page is a block. Press / for the insert menu.
Text
| Block | What it is |
|---|---|
| Paragraph | Plain text. |
| Heading 1 / 2 / 3 | Section headings. |
| Bulleted list | An unordered list. |
| Numbered list | An ordered list. |
| To-do | A checkable item. |
| Toggle | A collapsible section. |
| Quote | A block quote. |
| Callout | A highlighted note. |
| Code | A code block. |
| Divider | A horizontal rule. |
Media and links
| Block | What it is |
|---|---|
| Image | Uploaded or dropped in. |
| Vault file | A file from your Vault, embedded. |
| Page link | A link to another Atlas page. |
Data
| Block | What it is |
|---|---|
| Simple table | A plain table. |
| Database view | A view onto an Atlas database. |
| Live data | A metric from the rest of the platform — see below. |
Text supports inline formatting from the toolbar or with markdown-style shortcuts.
5. Live data blocks
A live data block puts a real metric from the platform inside a document, and it stays current.
Pick a source, a metric and a range:
| Source | Draws from |
|---|---|
| Finance | The Finance ledger. |
| CRM | Leads, pipeline, contacts. |
| Voice | Calls, minutes, outcomes. |
| Tasks | Task counts and states. |
This is what makes an Atlas page a living document rather than a snapshot — a weekly update page whose numbers are right every time it is opened.
An unconfigured block says so rather than rendering an empty chart.
6. Databases and tables
Atlas databases are structured collections with typed properties, surfaced on a page through a database view. Use them for anything that is a list of records with fields rather than prose — a decision log, a supplier register, a runbook index.
7. The command palette and input rules
/ opens the insert menu. The command palette jumps between pages and actions.
Markdown-style input rules work as you type:
| Type | Get |
|---|---|
# | Heading 1 |
## | Heading 2 |
### | Heading 3 |
- or * | Bulleted list |
1. | Numbered list |
8. Comments
Comment on a block, in place. Threads sit in the comments panel and resolve when dealt with. Mentioning someone notifies them.
9. Presence and collaboration
Several people can edit a page at once. Avatars show who is in the document and where they are working.
10. Sharing
Pages are shared with:
- A person — one colleague.
- A role — everyone with that role.
- Everyone internal — the whole account.
A page not shared is visible to its owner only. Sharing a parent does not silently share its children — each page carries its own access.
11. History
Every page keeps its edit history: what changed, when, and by whom, including type changes (a paragraph becoming a heading) and to-do items being checked. Restore an earlier version from the history panel.
12. Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| Atlas isn't in the nav | Growth and above | See Plans & Subscriptions |
| A colleague can't see a page | It isn't shared with them | Share dialog |
| A live data block is empty | Not configured, or the source is not on your plan | Pick a source, metric and range |
| Finance live data shows nothing | Finance is Command-only | Use a CRM or Voice metric |
| Someone's edits vanished | Both edited the same block at once | Restore from history |
| An image won't upload | Over the size limit | Put it in the Vault and use a Vault file block |