Board Management

The board management section lets you maintain your association's governance structure. Define board positions, assign members, track terms, manage certifications, and display board contact information on your portal.

Accessing Board Management

Navigate to Admin > Governance > Board to manage your board of directors.

Board Positions

Board positions define the roles on your board. Each position has a title, display name, and color for visual identification.

Position Templates

AtriumCMS provides templates for common board positions:

Position	Color	Typical Responsibilities
President	Blue	Presides over meetings, primary spokesperson
Vice President	Purple	Assists president, acts in their absence
Secretary	Green	Meeting minutes, official records
Treasurer	Amber	Financial oversight, budget management
Director	Gray	General board oversight and voting

Creating Custom Positions

If your board structure requires additional positions (e.g., "Architectural Review Chair", "Compliance Officer"), create custom positions:

Sort Order

Board positions are displayed on the portal in sort order. A typical arrangement:

1. President
2. Vice President
3. Secretary
4. Treasurer
5. Director (At-Large) #1
6. Director (At-Large) #2

Assigning Members

Once positions exist, assign community members to them:

Removing Members

To remove a member from a position, open the position and clear the assignment. The position remains but shows as vacant.

Contact Emails

Each board position can have a public-facing contact email. This is the email displayed on the portal for that position.

• If a contact email is set on the position, it's displayed to residents
• If no contact email is set, the assigned member's email is used as a fallback
• This lets you use role-based emails (e.g., president@yourhoa.com) rather than personal emails

Board Certifications

Track required certifications for board members, such as:

• Ethics training completion
• Financial oversight certification
• State-required HOA board member education

Managing Certifications

Board Snapshots

Board snapshots capture the state of your board at a specific point in time. They're useful for:

• Recording board composition after elections
• Historical reference for who served when
• Compliance documentation

Snapshots are automatically created when board membership changes, and you can create manual snapshots from the board management page.

Portal Display

The board page on your portal shows:

• Board member names and positions
• Position colors for visual grouping (executives vs. directors)
• Contact emails for each position
• Vacant positions clearly marked
• Certification status (if configured)

Best Practices

• Update promptly after elections — When new board members are elected, update the board immediately so residents see current information
• Use role-based emails — Set up emails like president@yourhoa.com rather than using personal emails. This survives personnel changes.
• Track certifications — If your state requires board member education, use the certification tracking to stay compliant
• Keep history — Don't delete past board members. Deactivate or reassign them to maintain historical records.
• Fill all positions — Even if a position is vacant, leave it in the system so residents can see the full board structure

Next Steps

• Committees — Set up committee structures
• Roles & Permissions — Understand how board member roles work
• User Management — Manage community member accounts