Manage User Access

Managing access to companies or groups for your Fathom organisation

James Erving avatar
Written by James Erving
Updated over a week ago

Contents


User Management

From 'User Management', you can share access to Fathom's Analysis, Reports, Forecasting, and other tools with users. Other users may include your colleagues, staff, board members, investors, and/or clients.

To share access, a person must first be added to your Fathom organisation. Only 'Admin' users are able to invite other users into Fathom.

πŸ“Note: Admin-level users are able to access all companies and groups within a Fathom organisation or account.


Managing which companies a user can access

An administrator user from your organisation has permission to view and manage users and their associated user permissions.

To change the companies or groups a user can access:

  1. Select the 'Cog/Gear' icon from the black bar in the top right corner of the 'My Companies' page
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  2. Select 'User Management'
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  3. Hover over a user's row and click the 'Pencil' icon to the far right


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  4. Scroll down to the Company/Group Access section. Click on the Companies/Groups option to reveal the company and group lists.
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  5. Toggle on/off a company or group on the list to provide or revoke access.
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  6. Once you're happy with the user's access, select the green 'Save' button in the upper right corner.

πŸ’‘Pro Tip: To control not only which companies or groups a user can access but also which areas of the platform a user can access, you'll want to select the right role for the user. You may even want to use the Advanced User Permissions to further tailor their access.


Share access with all users

You can also share access to a company from the 'My Companies' screen.

  1. Select the 'Three dots' icon at the end of the company row
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  2. Click 'Share'
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  3. Select a user to share the company or group with from the dropdown menu

    1. You also have the option to share the company or group with all users or to remove access for all users on a Fathom account.


Additional knowledge & common questions

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