Summary-Only User Role

Types of User Roles

In Athennian there are four different types of user roles:

• Administrator

• User

• Read-Only

• Summary-Only

In this article we will go over the rights and restrictions attached to the Summary-Only user role in Athennian.

General Overview of the Summary-Only User

The Summary-Only user role only has access to shared resources and that with only limited viewing capabilities. This means that the Summary-Only user can can only view the full list of entities in the database, and can only view the following sections of an entity's profile:

• Overview

• Relationships > Org Charts

• Relationships > Interests

• Relationships > Associations

• Virtual Minute Book

In addition to this, the Summary-Only user can also generate and/or download documents from all of the sections they have access to in the entity profile.

Accessible Tabs of the Database

• Entities

Inviting Summary-Only Users to the Database

To invite a user to access your database as a Summary-Only user, follow these simple steps:

1. Navigate to the Dashboard;

2. Click on + Invite;

3. Type in the First Name, Last Name and Email of the person you would like to invite to the team;

4. Select the Summary-Only user access by checking off the corresponding box;

5. Select Invite.

For further details on how to manage the users on a team, visit this help article.

Note: only Administrators and Users can invite Summary-Only users to the database.

Restricted Teams Permissions