When creating or editing a user in your account it is important to choose a role that aligns with their intended use of Fathom. There are three user roles available in Fathom.
Clients can view the analysis for companies that are shared with them. They can also access all published reports for this company. Client users cannot add, configure or delete companies. Client/Viewer access can be further tailored with advanced user permissions.
Advisors can access companies that are specifically shared with them, or companies that they import. Advisor/Editor access can be further tailored with advanced user permissions.
Administrators can create new users, change organisation details, delete companies and create benchmark pools. They have access to every company in the organisation.
Summary of user roles:
The account owner (in addition to also being an administrator) can update billing information, change plans and view usage information. There can only be one account owner per organisation.
Advanced User Permissions
From time to time you may need to further restrict or enable access in a manner that is different to the default permissions associated with a user role.
To apply more granular access control to specific features and screens, see our 'Advanced User Permissions'.