Skip to main content
Atrium distinguishes between two kinds of people in your organization: team members (your staff) and clients (your customers). Both are managed from the People section in the dashboard, which has separate Team and Clients tabs. This page covers team members — the admins and owners who have access to the dashboard. For inviting clients, see the Clients tab on the same page.

​
Roles overview

Atrium uses three roles across the platform:
Full access to everything in the organization. Owners can invite and remove team members, change roles, delete projects, and access all settings. There is no restriction on how many owners an organization can have. Only owners can invite other team members.
Can create, edit, and archive projects, manage clients, create and send invoices, upload files, and post updates. Admins cannot invite or remove other team members, change roles, or delete projects.
Portal-only access. Members see only the projects they are assigned to. They cannot access the dashboard at all. This role is assigned automatically when you invite a client.
The Member role is for clients only. When you invite a team member, you choose between Admin and Owner.

​
Inviting a team member

Only owners can invite new team members.
1

Go to People

In the dashboard sidebar, click People.
2

Open the Team tab

Click the Team tab at the top of the page.
3

Fill in the invite form

Enter the team member’s email address and select their role (Admin or Owner) from the dropdown.
4

Send the invitation

Click Invite. Atrium sends an invitation email and generates a unique invite link.
5

Share the invite link

After the invitation is created, Atrium displays the invite link on screen. Copy it and share it directly if the email doesn’t reach them.
The invited person clicks the link, creates or signs in to their account, and is added to your organization automatically.
Pending invitations appear in the Team tab with a Copy Link button so you can re-share the link at any time before it is accepted.

​
Changing a team member’s role

Owners can change the role of any team member except themselves.
1

Find the team member

On the Team tab of the People page, locate the member in the list.
2

Select a new role

Click the role badge next to the member’s name. A dropdown lets you switch between Admin and Owner.
3

Confirm

The role updates immediately.

​
Removing a team member

Owners can remove any team member except themselves.
1

Find the team member

On the Team tab of the People page, locate the member in the list.
2

Click the remove icon

Click the trash icon next to the member’s name.
3

Confirm

Confirm the removal in the dialog. The member loses access to the dashboard and all projects immediately.
Removing a team member does not delete any content they created (projects, updates, tasks, files, or invoices). Their work remains intact.

​
Team members vs. clients

The key distinction is dashboard access: Clients are invited separately from the Clients tab on the People page, not from the Team tab. The invitation flow is the same, but the resulting role is always Member.