When to use Advanced Permissions

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:

Enable a 'Client/Viewer' user to change settings without letting them update data (or vice versa).

Restrict a user from accessing a specific analysis tool (eg. the 'growth' analysis tool), to focus their attention on other tools and concepts.

Allow a 'Client/Viewer' user to set ‘targets’ for their company but restrict them from changing other settings.

Prevent a user from viewing ‘predefined templates' or ‘Excel reports’ but retain their ability to view 'published' reports.

Limit ‘Advisor/Editor’ users from editing ‘Thresholds’.

Allow a 'Client/Viewer' user to edit ‘draft’ or ‘published’ Pro reports.

Enable ‘Advisor/Editor’ users to add companies to Fathom.

Customise Advanced Permissions

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

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

Select the Cog/Gear icon in the top black bar of the My Companies page
Click 'User Management'
Find the user listed on either the Active users or Pending invites list
Hover over the user's row and click the Pencil icon on the right
Scroll down to the Advanced Permissions section
Select a feature set to see the advanced permissions in the set
Toggle a feature on or off

📝 Note: The advanced user permissions are additional settings and are not allowed to conflict with the permissions associated with the assigned user role. For example, you cannot prevent an ‘Advisor/Editor’ user from editing the settings of a company.

Company Settings/Setup

📝 Note: The ‘Add a company’ permission enables a user to import companies into Fathom. It is 'on' by default for Admin users and can be toggled ‘on’ for Advisor-level users. For Client users, it is locked and cannot be switched 'on'.

Admin and Advisor-level users can change a company’s plan type regardless of whether this permission is ‘on’ or ‘off’.

📝 Note: The 'Select KPIs' permission includes both the ability to make KPIs active and inactive and also the ability to create KPIs.

Analysis tools

Benchmarking tools

Reporting

Forecasting

Forecasting Permissions Explained

View Forecast Builder Permission

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.

Edit Forecast Builder Permission

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 features

Portfolio-level Permissions Explained

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.

📝 Note: Client/Viewer users cannot access Portfolio-level features. Their user role must be changed instead.

For Advisor and Admin users, this set of permissions is 'on’ by default, however 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'.

Learn more