Atrium CMS

User management is where you control who has access to your community portal. From here, you can create individual users, import users in bulk, assign roles, and manage account statuses.

Accessing User Management

Navigate to Admin > Members > Users to view and manage your community's user list.

User List

The user list shows all members of your community with key information:

Name — First and last name
Email — Login email address
Role — Their assigned role (admin, board member, owner, tenant, etc.)
Status — Active, pending, or inactive
Joined — When they created their account

Search & Filter

Use the search bar to find users by name or email. Filter the list by:

Role — Show only users with a specific role
Status — Active, pending (invited but not signed up), or inactive

User Statuses

Status	Description
Active	User has created their account and can log in
Pending	Invitation sent but user hasn't created their account yet
Inactive	Account disabled — user cannot log in

Creating Users

Individual User

Click Create User

From the user list, click Create User.

Enter user details

Fill in the required fields:

First Name and Last Name
Email Address — Must be unique; this becomes their login
Role — Select the appropriate role (see Roles & Permissions)

Save

Click Save to create the user account. The user will appear in the user list with a "Pending" status until they accept their invitation.

Bulk Import (CSV)

For communities with many residents, import users from a CSV file:

Prepare your CSV

Create a CSV file with columns for first name, last name, email, and role. Use a spreadsheet application like Excel or Google Sheets.

Example format:

first_name,last_name,email,role
John,Smith,john@example.com,owner
Jane,Doe,jane@example.com,tenant

Upload the CSV

Go to Admin > Members > Import Users. Select your CSV file and upload it.

Review and confirm

The system shows a preview of users to be imported. Review for errors (duplicate emails, missing fields) and confirm the import.

Send invitations

After import, send invitations to the new users so they can create their accounts. See Invitations & Onboarding.

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Duplicate emails

Each email address can only be used once. If a CSV contains an email that already exists in the system, that row will be skipped. Check the import results for any skipped entries.

Editing Users

Click any user in the list to edit their details:

Name — Update first or last name
Email — Change their login email (they'll need to use the new email to sign in)
Role — Change their role assignment
Status — Activate or deactivate the account

Deactivating Users

To remove a user's access without deleting their account, set their status to Inactive. Inactive users cannot log in but their account record is preserved.

Use this for:

Residents who have moved out
Board members who have stepped down
Temporary account suspensions

Best Practices

Import before sending invitations — Create all user accounts first, review them, then send invitations in bulk
Use correct roles — Assign roles that match each person's actual position. An owner who isn't on the board shouldn't have the board_member role.
Keep the list current — Deactivate accounts for people who have left the community. Don't delete them — the record can be useful for historical reference.
Verify emails — Double-check email addresses before import. A typo means the invitation goes to the wrong person or bounces.

Next Steps

Invitations & Onboarding — Send invitations to new users
Roles & Permissions — Understand the role hierarchy
Board Management — Assign users to board positions