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If you have been assigned a Viewer license, you will see Viewer in the top-right corner near your user initials or profile picture.
This license type gives you a 'read-only' access to Phocas dashboards and favorites that have been shared with you.
What you can do
With a Viewer license, you can't open any favorites or dashboard widgets or drill into any databases but you can do the following:
Dashboards:
Set the dashboard as your 'home dashboard' to replace the default home screen.
Hover over the data to view tooltips.
Filter the data.
Apply a custom date range (period).
Refresh the dashboard to view updated data.
Print the data.
Favorites: Hover, sort and select cells.
Difference between viewer and full license
Users who have a full Phocas license can typically perform the following functions, subject to their individual permissions:
Create and share favorites, alerts and dashboards.
Analyze dashboard widgets.
Export data from Phocas.
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If you think you need more access to data within Phocas, discuss this with your administrator. |