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Permissions in a Benchmark Group

Step 4 - Setting user permissions in a benchmark group

Updated over 6 months ago

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Granting access to a benchmark group

In ‘Step 4 - Permissions’ of a benchmark group’s Settings, you can specify the people who should have access to the benchmark group.

To give a user access to a benchmark group:

  1. Click the drop-down menu and select a user

  2. Save Changes

If a user is not listed on the dropdown menu, they may not have sufficient permissions to view the Benchmark Group, or they may not have been invited into the Fathom organisation housing the benchmark group.

To adjust a user’s permissions or invite another user, select the ‘Cog/Gear’ icon in the black bar at the top right of your Fathom screen. Select ‘User Management’ from the drop-down menu. From here, you can invite other users to the Fathom organisation or adjust the permissions for a user.

Note: Admin-level users will have access to all Benchmark Groups

When access has been granted to a benchmark group, a person will be able to access the group on their 'My Companies' screen. This person will also be able to access the compare, rank and alerts analysis tools for the benchmark group.


Granting access from the ‘My Companies’ page

You can also manage user access to a group by clicking the three dots at the end of the company row on the ‘My Companies’ page and then selecting 'Share.'


Permissions in a benchmark group

If a user has access to a Benchmark Group, they can see the group's Compare, Rank, and Alerts tools.

Note: Only Admin-level users can edit a Benchmark Group's Settings.


Next steps

Congratulations on setting up permissions for your benchmark group! Continue the 'Benchmark Group Creation Workflow' to finish setting up your benchmark group for analysis and additional reporting options by choosing from one of the next steps below:

What you want to do:

Next step in the setup process:

Determine the privacy levels in a benchmark group and the information visible in the analysis tools for the group

Happy with the privacy levels and ready to learn about benchmark analysis?


Additional knowledge & common questions

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