We’re excited to share the latest updates to the Athennian platform, designed to enhance your workflows and streamline your experience. Here’s what's new:
What’s New
Document and Folder Permissions
Admins can now restrict access to sensitive materials like tax files, board minutes or personal data at both the folder and document levels. Even users within the same access group will only see what their role permits, keeping critical documents secure, auditable and in the right hands.
By storing sensitive documents directly in Athennian, you eliminate version confusion, reduce costs of excess systems and keep your governance records exactly where they belong.
Availability: Customers with Enterprise plan or with the Custom Access add-on.
New Dynamic Structure Charts
Last month, we announced the launch of a major update to structure charts, and next week we’re rolling it out to everyone. You’ll see a toggle for “New Charts” so you can start using it right away.
As a reminder, this upgrade to all customers will give you even greater precision, consistency and visible impact for how you understand and present your group structure data.
Here’s what's new:
- Performance Improvement: The new charts engine provides faster load times, greater stability and allows you to drag and drop nodes, lines and chart legends giving you more power to configure chart views for departmental and compliance needs.
- Custom Legends: Now, admins can set default legends for consistent organization-wide charting. Plus, you and your teams can create personalized legends with custom shapes, lines, categories and colors to perfectly match your internal standards or specific needs.
- Shape Customization: Easily configure the outer and inner shapes, borders and connection lines for entities and people. This helps align charts to your internal formats and makes visual grouping far easier to understand.
- Layout Controls & Reordering: Say goodbye to chart sprawl! You can now adjust layout settings and reorder entities, making even your largest and most complex charts cleaner and more readable for every team.
- Search & Select: Use the search bar to quickly and dynamically bulk-select or hide/unhide entities or people to clean up large charts or report specific ownership views for transactions, tax or presentations without the hassle of manual filtering.
Availability: All customers*
Release schedule: *If you're not seeing these updates in your environment yet, they will be available to you in the near future. If you have any questions, feel free to contact your CSM.
Read the details here:
- Use the New Structure Chart Tool
- New Dynamic Structure Charts: Search and Select Functionality
- New Dynamic Structure Charts: Enhanced Export Legend Options and Custom Legend Placement
Chart Overview Tool
- Allow your team to navigate large structure charts more effectively, with parallel viewing of large charts from both a zoomed-out and zoomed-in lens. This feature includes a zoom screen that can be toggled on or off, making it easier to manage charts with lots of connections. By using this overview, you can quickly find and manipulate entities without losing your place.
Additional Updates
Signatories in the Overview
- Signatory details will now be visible in the entity’s Overview, giving your team instant clarity on who can sign, and in what capacity, so approvals and transactions can move faster across tax, treasury and finance.
Availability: Customers with Professional and Enterprise plans.
Add Filters to Access
- Manage permissions faster and more easily with the ability to bulk select people and entities to access groups instead of needing to manually check them off one by one.