Get started as a Viewer
Just started out as a Viewer? You’re in the right place.
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.
Here are the key pages to help you get up and running:
Learn what a Viewer license includes and how it's different from a Full license: User licenses, profiles and permissions
Learn about what dashboards are and how to access and interact with them: Use dashboards
Learn how what favorites are and how to view and interact with them: View favorites
If you have the Budgets & Forecasts module, learn about its homepage and how to open a workbook: Take a tour of Budgets & Forecasts
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.
Want to do more with data or create your own content? Ask your administrator about upgrading to a Full license.
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