> For the complete documentation index, see [llms.txt](https://docs.phocassoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.phocassoftware.com/basics/getting-started/readme/get-started-as-a-viewer.md).

# 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.

{% 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).

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


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

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

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

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

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

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.
