Menu Navigation

Amy
Amy
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Down the left side of the screen, are icons that are essentially the Main Menu of Athennian. These icons will appear on the left at all times, so no matter where you are within Athennian, you can navigate to the features you need.

Tasks

In the Tasks section, you will find the list of tasks for all of the entities across the database. Navigate through this tab to modify, create, or delete any task in the database. For more information on how the tasks work, consult this section of the Athennian Help Center.

Entities

The Entities section is where you will find a list of all of the entities across the database. Navigate through the entities by simply clicking into any one of the records, and add new entities to this list with the help of our step-by-step help articles found here.

People

The People section is where you will find a list of all of the people records for the entire database. Navigate through the people by simply clicking into any one of the records, and add new people to the list with the help of our step-by-step help articles found in the Person Records collection of articles on the Athennian Help Center.

Reports

The Reports section allows you to navigate through any report created for any of the entities across the database. To learn how to create/navigate through the reports, please consult this section of the Athennian Help Center.

Templates

The Templates section is available for users who are Administrators. In this section, you can navigate through, download, and modify the configurations of all of the document Templates in the application.  For those who are already creating their own Templates, this collection of articles might be helpful.

Access

The Access section is limited to Administrators, who can invite new individuals to the Athennian platform and manage the access those individuals have to different sets of data.  Learn more about Access here.