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Getting Started

Everything you need to know to get started and get to work in Athennian.

The Basics

  • Early Access Toggle
  • Learn the Basics!
  • Understanding the Feedback Center
  • Entity and People Search

Video Tutorials

  • Introduction to Athennian - Users and Read Access Promoted article
  • Introduction to Athennian - Summary Access
  • Tutorial #1 - Understanding Data in People and Entity Records
  • Recently upgraded to Athennian's Next Generation? Check these out!

Missions

  • Mission #1: Getting Started with Athennian
  • Mission #2: Entity Records
  • Mission #3: People Records
  • Mission #4: Principal Management
  • Mission #5: Agents, Registrations and Annual Compliance
  • Mission #6: Securities / Classes & Transactions

See all 10 articles

Administrators

  • Access Module: Record Groups, Roles & Permissions
  • Managing System Settings & API
  • Data Remediation Guide
  • Managing Teams and Roles & Permissions
  • Athennian for Administrators
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