# Get started as a Viewer

As a Viewer, you can gain insights from the data, but you can’t perform deep analysis or customize content. You have read-only access to dashboards and favorites that have been shared with you.

{% embed url="<https://phocassoftware.wistia.com/medias/uj369n8e7o>" %}

Here are the key pages to help you get up and running:

1. Learn what a Viewer license includes and how it's different from a Full license: [User licenses, profiles and permissions](/basics/getting-started/user-permissions-and-licenses.md)
2. Learn about what dashboards are and how to access and interact with them: [Use dashboards](/basics/dashboards/use-dashboards.md)
3. Learn how what favorites are and how to view and interact with them: [View favorites](/basics/favorites/view-and-save-favorites.md)
4. If you have the Budgets & Forecasts module, learn about its homepage and how to open a workbook: [Take a tour of Budgets & Forecasts](/budgets-and-forecasts/getting-started/take-a-tour-of-budgets-and-forecasts.md)
5. Users with a Viewer license or assigned the Viewer profile are not restricted from editing CRM items by default. If you need these users to have read-only access, you can configure this in [CRM restrictions](/administration/users/add-update-user/user-account-page.md#crm-restrictions).

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Want to do more with data or create your own content? Ask your administrator about upgrading to a Full license.
{% endhint %}


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.phocassoftware.com/basics/getting-started/getting-started-with-phocas/get-started-as-a-viewer.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.