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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.

If you think you need more access to data within Phocas, discuss this with your administrator.


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