Fathom allows you to customise the company settings steps, analysis tools, portfolio-level features, and report types that a user can access.

Here are a few example scenarios where Advanced User Access Permissions can prove useful:

When inviting a new user to Fathom, Advanced User Permissions is the third step in the invite process.

To change a user's Advanced Permissions after inviting them in:

Add companies

This permission enables a user to import companies into Fathom.

It is 'on' by default for Admin users.

For Advisor users added after 24th March 2025, they will not be able to import companies by default. You will need to activate this permission to give them the ability. Any Advisor users added before this date will retain the ability to add companies unless turned off.

For Client users, it is locked and cannot be switched 'on'.

Admin and Advisor-level users can change a previously imported company’s plan type regardless of whether this permission is ‘on’ or ‘off’ (unless they're upgrading a Portfolio company to be the first Fathom Pro plan company on their account). Advisor-level users can also import divisional data regardless of whether this permission is 'on' or 'off'.

The following permissions only apply for each company and group that a user has access to.

Update Financials & Non-financials

This permission gives users the ability to update a company’s financial and non-financial data.

Company Profile

Enables users to update a company’s or a Consolidated Group’s profile accessible within Settings, including, but not limited to, editing the name and adding a company or group logo.

Chart of Accounts

Enables users to adjust the Chart of Accounts, such as reclassifying accounts and creating headings, for both companies and consolidated groups.

Select KPIs

This permission includes both the ability to make KPIs active or inactive and to create custom KPIs.

Set Targets

Allows users to set targets for KPIs within Settings for both companies and consolidated groups.

Set Alerts

This permission enables users to set threshold alerts for key metrics for individual companies and Consolidated Groups within Settings.

Manage custom division groupings

Gives the user permission to create and edit custom division groupings within a Consolidated Group.

If you’ve invited a user with view-only permissions, they will not be able to edit, create or override any actions. They will be able to open and view the sidebars that display the value and timing rule, as well as access the global settings (to view only).

Users with no Forecast permissions can still see Forecast components if they have been added to a report. They can only edit these reporting components if they have the ‘Edit reports’ permission (under Reporting Permissions).

Users with no Forecast permissions but with ‘Edit Report’ access can still add Forecast components to a Report.

If a user has forecast editing permissions, they will have access to all functionality of the tool, including creating and editing microforecasts and scenarios. If they have access to reporting, they will be able to edit and add forecast components to reports as usual.

Portfolio-level permissions enable Advisor- and Admin-level users to view the companies they have access to on the Insights Dashboard and utilise its features, including the creation of Summary Reports.

For Advisor and Admin users, this set of permissions is 'on’ by default; for Advisors, they can be customised.

The ‘View Dashboard’ permission must be turned on to give a user the ability to 'Edit Thresholds' or create 'Summary Reports'.

The AI permission provides the user with access to the Commentary Writer. The Commentary Writer must be enabled for the organisation before this permission can be changed for individual users.

Admin and Advisor/Editor-level users will have this permission turned on by default when the tool is enabled for their organisation.

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