Learn the Basics!

Victoria
Victoria
  • Updated

Welcome to Athennian, we’re excited you’re here! Getting to know a new piece of technology can be intimidating and frustrating. That's why we're constantly working hard to ensure that as many help articles and training materials are available as possible.

If along the way you have any questions you come across that you can’t find the answer in the Athennian Help Centre, please message us using the Resource Center which is located in the bottom left-hand corner of your screen.

To get started, make sure you're using the Google Chrome web browser as this is the browser that is supported by Athennian. 

Dashboard

The Dashboard is the first thing you will see when you open up the Entity Manager application. On the Dashboard, you will find the following:

  1. Entities: A list of the most recent entities you've worked in;

  2. Documents: A list of the most recent documents you've opened;

  3. Tasks: A list of the overdue or upcoming tasks for all of the entities across the database;

  4. Help Center: A hyperlink to our Athennian Help Center; and

  5. Feedback Center: We take feedback seriously here at Athennian and at anytime you are able to leave us anonymous feedback by clicking this link. If you have any feedback that relates to the product directly you can learn how to use it by checking out our Understanding the Feedback Center article!

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 section of this collection of 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

This section will only be 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.


Ready to Learn More About Athennian?

The Athennian Academy has a series of tutorials that will take you through the core areas of Athennian and get up to speed quickly!