Roles & Permissions

AtriumCMS uses a role-based access control system. Each user is assigned a role that determines what they can see and do on your portal.

Role Hierarchy

Roles are organized in a hierarchy. Higher roles inherit all permissions of lower roles.

Role	Level	Description
Client Admin	Highest	Full control over the portal — settings, users, all content
Board Member	High	Board-level content access, governance features
Committee Member	Medium	Access to committee-specific content and features
Editor	Medium	Can create and manage content (posts, events, notices)
Owner	Standard	Property owner with access to owner-level content
Tenant	Standard	Resident access to tenant-level content
User	Basic	Basic authenticated access

What Each Role Can Do

Client Admin

Full access to everything:

• All admin settings (branding, SEO, site settings)
• User management (create, edit, deactivate users)
• All content management (create, edit, delete any content)
• Board and committee management
• Invitation management
• All content visibility levels

Board Member

Everything a regular member can do, plus:

• View board-level (visibility 9) content
• Access governance features (board management, certifications)
• View board-specific sections of the admin dashboard

Committee Member

Everything a regular member can do, plus:

• View committee-level (visibility 4) content
• Access to committee-specific features

Editor

Content creation and management:

• Create, edit, and delete posts, events, notices, and resources
• Manage documents and categories
• Cannot access admin settings or user management

Owner

Standard property owner access:

• View owner-level (visibility 3) content like financial reports
• All tenant-level access

Tenant

Standard resident access:

• View tenant-level (visibility 2) content
• Access the portal dashboard, documents, events, and public content

User

Basic authenticated access:

• View member-level (visibility 1) content
• Access public (visibility 0) content

Assigning Roles

Roles are assigned when creating a user or can be changed at any time:

Permission Matrix

Action	Admin	Board	Committee	Editor	Owner	Tenant
View public content	Yes	Yes	Yes	Yes	Yes	Yes
View member content	Yes	Yes	Yes	Yes	Yes	Yes
View owner content	Yes	Yes	No	No	Yes	No
View board content	Yes	Yes	No	No	No	No
Create/edit content	Yes	No	No	Yes	No	No
Manage users	Yes	No	No	No	No	No
Admin settings	Yes	No	No	No	No	No
Board governance	Yes	Yes	No	No	No	No

Common Role Assignments

Person	Recommended Role
HOA president / board member managing the portal	Client Admin
Property manager	Client Admin or Editor
Board of directors members	Board Member
Committee chairs and members	Committee Member
Property owners (not on the board)	Owner
Renters / tenants	Tenant
Part-time staff helping with content	Editor

Best Practices

• Minimize admins — Only grant Client Admin to people who truly need full access. 1-2 admins is typical.
• Use Board Member for board members — Don't make every board member an admin unless they need settings access.
• Distinguish owners from tenants — If you have financial content restricted to owners, make sure the role assignments are correct.
• Audit regularly — Review role assignments when board membership changes, especially after elections.
• Use Editor for content helpers — If someone helps with posts and events but shouldn't manage users or settings, Editor is the right role.

Next Steps

• User Management — Create and manage user accounts
• Visibility & Permissions — How visibility levels work with roles
• Board Management — Assign users to board positions