Note: For a more detailed review of Access, be sure to check out the Video Tutorials for Access in the Athennian Academy.
A Role (or User Type) is a standard set of Permissions that must be assigned to an Individual Profile, or a group of individuals (User Group) when granting access to Entity or People Records.
The Role assigned defines how an individual with the specific role can interact with the Entity or People records to which they have access.
All individuals invited to Athennian must be assigned a User Type (or Role) upon initial invitation. An individual’s User Type establishes the maximum level of permission an individual can access/action in Athennian.
Individuals can also be set up with one set of permissions for one set of data (Access Group) and have a different set of permissions for another set of data.
Athennian Standard Roles
The Role (or User Type) will control the Permissions that an individual has to create, edit or simply view available data.
There are 5 standard Roles in Athennian, and each has a standard set of Permissions.
It is also possible to provide an individual profile with one Role for one Group of data, but a different Role for another set of data.
Permissions Associated with Standard Roles
The chart below provides a more detailed look at the specific features and permissions available for each Standard Role:
| Viewing Data | Admin | Office Admin | User | Read Only | Summary Only |
| View all Entity / People records in all Access Groups | ✅ | ||||
| View All Entity / People records within the assigned Access Group | ✅ | ✅ | ✅ | ||
| Limited view of Entity Records within the assigned Access Group (Entity Detail: Overview, Charts, Relationships, Minute Book) |
✅ | ||||
| Entity / People Records | Admin | Office Admin | User | Read Only | Summary Only |
| Create new Entity / People records | ✅ | ✅ | ✅ | ||
| Edit Entity / People records | ✅ | ✅ | ✅ | ||
| Delete Entity / People records | ✅ | ✅ | |||
| Export Entity / People Records from Principals or Relationships | ✅ | ✅ | ✅ | ✅ | |
| Generate and Download Documents or Minute Books | ✅ | ✅ | ✅ | ✅ | |
| Reports | Admin | Office Admin | User | Read Only | Summary Only |
| Run Reports | ✅ | ✅ | ✅ | ✅ | |
| Create Reports | ✅ | ✅ | ✅ | ||
| Edit Reports | ✅ | ✅ | ✅ | ||
| Templates | Admin | Office Admin | User | Read Only | Summary Only |
| Access to Templates | ✅ | ||||
| Access | Admin | Office Admin | User | Read Only | Summary Only |
| Create new Profiles to invite individuals | ✅ | ✅ | |||
| Edit or Offboard existing Profiles | ✅ | ✅ | |||
| Create User Groups in Access | ✅ | ✅ | |||
|
Create Access Groups in Access |
✅ | ✅ | |||
| Share Entity / People Records to Access Groups from search screens | ✅ | ✅ | ✅ | ||
| Create new Access Group when Sharing Records from search screens | ✅ | ✅ | ✅ | ||
| Manage Administrator profiles | ✅ |