User Management, Security, and Subscription & Billing

Invite in colleagues & clients, manage their permissions and security, view the system requirements, and manage your subscription

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26 articles in this collection
Written by Daniel Walls, James Erving, Samantha McGanney and 2 others

User Management

Invite a new user

Share access to Fathom with your team members or clients

Written by Calen Olesen
Updated over a week ago

User roles and permissions

Managing the level of access for each user invited to your account

Written by Calen Olesen
Updated over a week ago

Advanced User Permissions

Specify the company settings steps, analysis tools and reports a user can access

Written by Calen Olesen
Updated over a week ago

Manage User Access

Managing access to companies or groups for your Fathom organisation

Written by James Erving
Updated over a week ago

Update user details

Update your name, account password, and profile picture in Fathom

Written by Calen Olesen
Updated over a week ago

How do I change my email address in Fathom?

Need to change your email address within Fathom? Follow our step by step guide to set up the best email address in your account.

Written by Samantha McGanney
Updated over a week ago

Changing your account owner

Transferring ownership of your organisation to another user

Written by Samantha McGanney
Updated this week

Subscription & Billing

Starting a Fathom subscription

Choose a plan that's best for you

Written by James Lin
Updated this week

Fathom & QuickBooks Online Advanced FAQs

Fathom is no longer offered as part of a QBO Advanced subscription. Here are some answers to common questions about the change.

Written by Calen Olesen
Updated over a week ago

What is a 'company' in Fathom for billing purposes?

Explains how companies, divisions and groups are billed for in Fathom

Written by Daniel Walls
Updated over a week ago

Changing your subscription plan

Upgrading or downgrading your Fathom subscription level

Written by Calen Olesen
Updated over a week ago

Updating Payment Details

Learn how to update your debit/credit card details in Fathom to continue your subscription

Written by James Lin
Updated over a week ago

Can I transfer data to a new Fathom account?

Learn more about what to do if you wish to transfer any company files, reports, or settings across different Fathom accounts.

Written by Samantha McGanney
Updated over a week ago

How do I access a previous Fathom account?

How to access Fathom if you had a previous trial or subscription

Written by Samantha McGanney
Updated over a week ago

Accessing your invoices

Want to see your payment history within Fathom? View, download, or automatically email your invoices.

Written by Daniel Walls
Updated over a week ago

Adding an invoice note

Learn how to add an invoice note to each company file to segment clients for billing purposes.

Written by Samantha McGanney
Updated over a week ago

Adding your logo to Fathom

Brand or white label Fathom with your firm or organisation logo

Written by Daniel Walls
Updated over a week ago

Cancel my account

Need to cancel your Fathom subscription? Learn the correct way to terminate your account within Fathom.

Written by James Lin
Updated over a week ago

Fathom Account/Billing: Sales Tax Collection (USA)

Up to date list of states for which Fathom collects sales tax

Written by Samantha McGanney
Updated over a week ago

Security

Single Sign On for Xero & QuickBooks

Fathom allows users to enable SSO with Xero or Intuit QuickBooks

Written by Calen Olesen
Updated over a week ago

Keep your Fathom account safe

General security and privacy guidance

Written by Daniel Walls
Updated over a week ago

What is two-factor authentication?

How 2FA works and why it matters

Written by Daniel Walls
Updated over a week ago

Set up two-factor authentication

Configure 2FA for extra security

Written by Daniel Walls
Updated over a week ago

2FA for account administrators

Enforce 2FA for your Fathom account

Written by Daniel Walls
Updated over a week ago

Manage two-factor authentication

Recover your account and manage authentication device

Written by Daniel Walls
Updated over a week ago

Use two-factor authentication with a new device

Advice on switching devices when using 2FA

Written by Daniel Walls
Updated over a week ago