User roles and permissions

Managing the level of access for each user invited to your account

Updated over a week ago


User roles

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:

Client (Viewer)

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.

Advisor (Editor)

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.

Account Owner

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.

Default Permissions by Role




Add a company

Access a company

By invite

By invite

See all users

Share access with users

Update Financials

By invite

Update Custom KPIs

By invite

Edit company Setup

By invite

View Analysis

View Reports

View Forecasting

Consolidate companies

Add users

Delete a company

Edit account settings

Setup/create benchmark groups


Only Account Holder

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

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