Skip to main content

Invite a new user

Invite others and share access to Fathom with your team members or clients

Updated over 5 months ago

Limits & restrictions

Fathom does not charge per user, so you can share access with as many team members and clients as you like. 

Only an 'Administrator' user from your organisation can invite others into a Fathom account.

💡Smart Tip: If you're an Admin-level user on a Fathom account, you can follow this in-app tour to invite a user into your account. It will take you exactly where you need to go. Launch Invite User Tour

How to invite others

To invite another person into your Fathom account:

  1. Select the Cog/Gear icon on the black bar in the top right corner of the 'My Companies' page
    ​
    ​

  2. Select User Management from the drop-down menu
    ​
    ​

  3. Click the green + Invite a person button in the upper right corner
    ​
    ​

  4. Fill out their details and click Next
    ​
    💡 Smart Tip: You can write a personal note when sending an invitation to join Fathom. However, links cannot be included in the invite note.
    ​

  5. Select a role for the user. Click Next
    ​
    📝 Note: While multiple admin users can be in a Fathom account, there can be only one account owner.
    ​
    ​

  6. To further tailor the new user's role, toggle on/off the Advanced Permissions. Click on a feature to reveal the Advanced Permissions options for that feature. Click Next.
    ​
    📝 Note: The advanced user permissions are additional settings and cannot conflict with the permissions associated with the assigned user role. For example, you cannot prevent an ‘Advisor/Editor’ user from editing reports.
    ​
    ​

  7. Toggle on/off a company or group to provide or restrict access to that company or group. Click Next.
    ​
    ​

  8. Review the invite. You can return to the previous steps to make changes or click Send Invite.

The person you've invited will receive an email invitation. They can then specify their secure password and access Fathom.

Learn more

Did this answer your question?