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Summary-Only User Role

Victoria
Victoria
  • Updated

Learn more about the Summary-Only user role in Athennian.

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 team, 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 a Team

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 team.

 

Restricted Teams Permissions