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Help center

How Atlas, Gateway and Compass work, page by page. These are the articles each app's help panel shows.

Atlas

For members of an organization, page by page.

Guide

  • Getting started in AtlasFind your way around Atlas, open records without losing your place, and get help on any page.
  • Keyboard navigationEvery page in Atlas works with the keyboard alone. These are the shortcuts that matter most.
  • SearchFind any record, person, document, setting or page from the command menu, and narrow a search with operators.

Workflow

  • Views and saved viewsSwitch between list, table, board, calendar and other views, save the one you need, share it and open it by default.
  • Contact supportAsk your organization's admins for help, or, as an admin, contact the platform team.
  • GatesHow a project moves from one phase to the next, and why a gate can refuse to pass.

Page

  • Inbox, My Work and approvalsWhat needs you, what you hold, and the approvals waiting on your decision.
  • HomeWhat needs you today, which gates are at risk, and the records you opened last.
  • ProjectsCreate a project, follow it through its phases, and find everything that belongs to it in one place.
  • Project scopeOrganize a project into shows, sites and workstreams so every record has a home.
  • Activity and audit logFollow what changed and who changed it, and read the compliance record when you need proof.
  • SchedulePlan records on the timeline with dependencies, track milestones, and baseline the plan to see every slip.
  • Work, work orders and punch listsTrack every record of a project, issue work orders, and close out punch items.
  • Run of show, day sheets and call sheetsBuild the running order of a show, run it live with cues, and publish day and call sheets.
  • FinanceBudgets, expenses, change orders, invoices and payments, and the books behind them.
  • Venues, spaces and site plansRecord venues and their capabilities, divide them into spaces and zones, and pin plans to drawings.
  • Procurement and vendorsRequest quotes, commit spend with purchase orders, receive and match, and keep vendors qualified.
  • Safety, permits and inspectionsGenerate the permits a project needs, track their lead times, and run inspections that create punch items.
  • Incidents and dispatchReport incidents, dispatch responders from the board, and keep emergency codes and radio channels at hand.
  • KnowledgeProcedures, documents, standard wording, the feed, the handbook, forms and training.
  • Reports and dashboardsStandard reports, the report builder, saved reports, dashboards and scheduled delivery.
  • CanonThe XOS canon your organization works from, and the extensions your org adds to it.
  • Site operationsCount occupancy, watch the weather, check guests in at the door and log lost property.
  • Groups, chat, recognition and help deskSpaces for crews and departments, direct messages, shout-outs and internal help requests.
  • Partner consoleCreate and brand client organizations, see their usage, and follow wholesale billing.
  • Import, Trash and custom objectsBring records in from a spreadsheet, restore deleted items, and work with your org's own record types.
  • LogisticsLog shipments, schedule dock slots, and record every vehicle in the marshalling yard.
  • HospitalityAssign lodging and catering, generate banquet event orders, and confirm every fulfillment.
  • AdvancingSend advance packets, collect riders and submissions, and reconcile them against the venue.
  • AssetsTrack asset units and lots, check them out and in by scan, and keep the custody ledger.
  • PeopleThe directory, roles, staffing requisitions, offers, agreements and certifications.
  • Crew, time and payrollPublish shifts, collect time from Compass, approve timesheets and export payroll.
  • Credentials and the Access GridIssue credentials by category, decide which zones each category opens, and read the scan log.
  • Opportunities and engagementsTurn requisitions into postings, review applicants in the pipeline, and manage engagements to close.
  • Organization settingsWhere organization-wide choices live, who can change them, and how locked values work.
  • Your account and preferencesYour profile, privacy, security, notifications, accessibility and the tours and tips you have seen.

Glossary

  • XOS glossaryThe terms Atlas uses, in plain words. Canon terms show their full definition when you hover over or focus them.

Gateway

For the people and companies organizations engage: opportunities, engagements, pay and settings.

Guide

  • Getting around GatewayThe five destinations, the account menu, search and help, and acting for a company account.

Workflow

  • Get help and contact supportAsk the organization that engaged you in Messages, or ask platform support about your own account.
  • AdvanceThe organization's advance packet, answered section by section, with each answer's review.
  • ApprovalsWhat the organization asks you, as the client, to approve, and how to approve or reject it.
  • Asset approvalsApprove or return the brand assets the organization submits for your entitlements.
  • Change ordersChanges to scope or cost, line by line, and approving or rejecting them.
  • DeliverablesWhat you owe from your scope, with due dates and fees, and submitting each one.
  • DocumentsEvery document of the engagement, with its state and expiry, and signing.
  • Guest listThe guests on your list, their plus-ones and state, and adding a guest.
  • InvoicesThe engagement's invoices with their payment steps, submitting an invoice and self-billing.
  • Engagement messagesConversations with the organization about this engagement, and starting a new one.
  • OfferThe offer, agreement, statement of work and non-disclosure agreement to read and sign.
  • OnboardingThe steps to finish before you start, how each one is completed and who verifies it.
  • Purchase ordersThe purchase orders the organization sent you, acknowledging them and downloading them.
  • SettlementThe settlement after the show, line by line with the net to you, and accepting or disputing it.
  • ShiftsYour shifts on this engagement and accepting the ones published to you.
  • TimesheetsThe timesheets of this engagement, their hours and time entries, and submitting them.
  • An opportunity and applyingRead an opportunity, check its requirements against your profile, then apply, bid or put forward a slate.
  • Account and deleting your accountYour name and sign-in email, and how to delete your account and what is kept.
  • Company accountsThe company accounts you belong to, leaving one, and creating your own.
  • Your applications and offersFollow each application and bid, answer offers, counter them or withdraw.

Page

  • Company danger zoneTransferring ownership or closing a company account.
  • Insurance and compliance documentsThe insurance certificates and prequalification your company has on file.
  • Company notificationsHow organizations reach your company.
  • Company payout and taxWhere organizations pay your company and the tax forms it gave them.
  • Company profile and privacyYour company's public profile, its contact details, and who sees it.
  • RepresentationThe artists your agency represents, their scopes, and revoking a representation.
  • Service regions and capabilitiesWhere your company works and what it does.
  • Team and account rolesWho is in your company account, their roles, and adding or removing members.
  • DocumentsContracts, onboarding and compliance documents from every organization, with expiry dates and signing.
  • Activation scheduleThe dates of your sponsorship activations, as a calendar and a list.
  • Your bidThe sealed bid you sent this organization, line by line.
  • ComplianceYour insurance certificates, prequalification and compliance steps, and a tax form the organization asked for.
  • CredentialsThe credentials issued to you for the project, and downloading your badge.
  • DeliveriesYour dock slots and the shipments for the project.
  • EntitlementsWhat your sponsorship package includes and whether each item is fulfilled.
  • HospitalityLodging, travel and catering arranged for you for the show.
  • An engagementWhere the engagement is, your next steps, its details, when its tabs open and which tabs your role type sees.
  • Per diemThe daily allowances paid through the engagement and the amenities provided.
  • PositionsYour shifts grouped by the position each one fills.
  • Proof of performanceThe evidence that your sponsorship entitlements were delivered.
  • ReportsThe reports the organization shares with you, and how long each share lasts.
  • RiderYour rider, line by line, and which items the production confirmed.
  • Artists you representThe artists your agency represents, the scopes they granted and their engagements.
  • Run of showThe running order of each show, cue by cue, and a PDF to download.
  • ScheduleThe dates the organization shares with you, as a calendar and a list.
  • ScopeYour statement of work and the milestones the organization shared for this engagement.
  • Set timesYour set times and the day sheets for the show.
  • SubmittalsRequests for drawings, specifications and compliance documents from the organization.
  • TimeYour recorded time on this engagement, clock-in to clock-out.
  • TrainingTraining and briefings to acknowledge, and the training sessions shared with you.
  • Travel and lodgingYour itinerary, hotel and travel arrangements for the engagement.
  • Explore opportunitiesSearch open opportunities, filter them, save a search as an alert and browse organizations.
  • AlertsSaved searches that email and notify you when a new opportunity matches.
  • Saved opportunitiesThe opportunities you saved to come back to, and which of them still take applications.
  • HomeWhat is up next, what needs you, updates on your invoices and opportunities picked for you.
  • A conversationRead a conversation, reply, and see who from the organization has read it.
  • MessagesYour conversations with organizations, per engagement and per organization, and starting a new one.
  • InvoicesEvery invoice you sent, with its payment tracker, total and balance.
  • Money overviewWhat you earned, what is still owed to you and your next payment.
  • PaymentsEvery payment organizations made to you, with the date, amount and reference.
  • Tax documentsThe tax forms you gave each organization, your W-9 mailing address and where you are paid.
  • TimesheetsYour timesheets across every engagement, with hours and state, and the ones to submit.
  • Your profileWhat organizations see about you, how complete it is, your certifications, availability, ratings and shares.
  • Accessibility settingsText size, contrast, motion, haptics, sounds and captions.
  • Calendar feedsGetting your shifts, set times and deadlines into your own calendar.
  • Connected appsApps connected to your Gateway account.
  • DeveloperPersonal access tokens for your own tools, where an organization allows them.
  • Keyboard shortcutsThe shortcuts Gateway answers on a keyboard, and your shortcut setting.
  • NotificationsChoose email or push for each kind of notification organizations send you.
  • Out of officeTell people when you are away and send an automatic reply.
  • Payout and taxWhere organizations pay you and the tax forms you gave them.
  • PreferencesLanguage, time zone, date format, units, theme and your other personal defaults.
  • Profile settingsEdit what organizations see: your handle, headline, rate, bio, skills, certifications, languages and links.
  • Profile privacyWho sees your profile and each of its sections, whether you can be found, and the shares you gave.
  • SecurityHow you sign in to Gateway, and signing out on this device.
  • Work detailsWhere the facts about how you work come from.
  • Your engagementsEvery engagement you hold, current and past, grouped by organization, with its state.
  • Upcoming workEvery dated item of your current engagements in one list or calendar, ready to add to your own calendar.

Compass

The field app for members and everyone they engage, screen by screen.

Guide

Workflow

  • Contact supportAsk your organization or the organization that engaged you, or ask platform support about your own account.
  • Delete your accountWhat blocks a deletion, what is kept and why, and how to confirm.
  • ExpensesFiling an expense from a receipt photo, posted to a budget line, even offline.
  • IncidentsReporting an incident in three steps, and dispatching and containing reports.
  • InspectionsWalking an inspection item by item, recording failures and signing off.
  • KioskTurning a device into a shared clock-in kiosk, and clocking in with a PIN.
  • LogisticsDock slots, the gate queue, the yard log and fulfillments for the project.
  • Offline queueChanges waiting to upload, uploading now, and deciding on changes the server did not take.
  • ScanScan badges at access points, gear, deliveries and any code, or show your own badge.
  • ScheduleYour shifts by day, accepting the ones offered to you and claiming open shifts.
  • ShowRunning the show cue by cue, calling cues and show mode.
  • ChatOne-to-one and group conversations with your colleagues.
  • DirectoryFinding colleagues, who is on site now, and calling or messaging them.
  • Guest Check-InChecking guests in at the door with their plus-ones.
  • EventsBriefings, crew calls and meetings, replying and checking in.
  • FormsFilling in your organization's forms, with photos, signatures and a location stamp.
  • HandbookSearching the handbook and acknowledging the articles you must read.
  • Help DeskAsking your organization's teams for help and following your requests.
  • Lost and FoundLogging found items and following claims.
  • OccupancyCounting people in and out at each door against the permitted load.
  • RecognitionRecognizing a colleague and reading the shout-outs.
  • SurveysAnswering the surveys open to you.
  • TrainingYour assigned courses, lessons, videos and quizzes.
  • WeatherRecording wind, lightning and heat readings and seeing active alerts.

Page

  • Advance, rider and settlementWhat artists and their representatives see for an engagement in Compass, offline.
  • AuroraAsking the assistant about your shifts, SOPs and the handbook.
  • Blocked peopleWho you blocked, what a block hides, and how to unblock someone.
  • ReportsThe reports an organization shared with its client, listed in Compass.
  • Time entries and deliverablesWhat contractors see for their engagement in Compass, offline.
  • CrewWho is on site now, who is late, and the dispatch board, for field supervisors.
  • Timesheets, per diem, travel and onboardingWhat crew and staff see for their engagement in Compass, offline.
  • An engagement from GatewayAn engagement link from Gateway, and where its details and shifts are.
  • InboxWhat needs you: shifts offered to you, incidents to dispatch and changes that need a decision.
  • MoreEverything else for your role, the workforce tools, the assistant, kiosk mode and Help.
  • ProfileYour name, your role in Compass and, if you are engaged by organizations, your engagements.
  • A record from AtlasA record someone sent you from Atlas, and opening it in Compass or on the web.
  • ReferenceEmergency codes, radio channels, venue maps and SOPs, saved for offline use.
  • Run of showFollowing the show's running order as it happens.
  • SettingsTheme and Sunlight, haptics, battery and data use, biometric unlock, kiosk mode and signing out.
  • Proof of performanceA sponsor's entitlements and the proof the organization shared, in Compass.
  • TodayYour clock, your next shifts and the day's information for your role.
  • Purchase orders, deliveries and submittalsWhat vendors see for their engagement in Compass, offline.
  • WorkforceThe workforce tools for members: team tools and site operations.
  • FeedAnnouncements, updates, polls and recognition, with acknowledgments and reactions.
  • Finishing in GatewayWhich actions on your engagement open Gateway, and why your lists stay in Compass.