When adding a new user to your account, it is important to choose a role that aligns with their intended use of Fathom. There are four user roles available in Fathom:
Clients can view the analysis for companies that are shared with them. They can also access (view only) all published reports for this company. By default, Client users cannot add, edit or delete companies, and they are unable to customise Fathom's analysis or reports. However, Client/Viewer access can be further tailored with advanced user permissions.
Client level users are not able to view or access the demo company at the bottom of the 'My Companies' page in Fathom.
Advisors can access and edit companies that are specifically shared with them or companies that they import. They can also view and access the demo company at the bottom of the 'My Companies' page. Advisor/Editor access can be further tailored with advanced user permissions.
Administrators can add new users and manage existing users, add KPIs to the KPI Library, change organisation details, delete companies and create benchmarking groups. Admins have access to every company in the organisation.
By default, the account owner is the user who initially signs up for the Fathom account. Account owners (in addition to also being an administrator) can update billing information, change subscription plans and view usage information. There can only be one account owner per organisation. Account ownership can be transferred at any time by the existing account owner to any other 'Admin' user on the account.
Advanced User Permissions
From time to time you may need to further restrict or enable access in a manner that is different to the default permissions associated with a user role.
To apply more granular access control to specific features and screens, see our 'Advanced User Permissions'.
Additional knowledge & common questions: