The Viewer role is designed for users who only need to see reports or dashboards but not make any changes. For example, a Bocada Cloud Administrator could invite a customer or manager to be a Bocada Cloud user and assign them a Viewer role. That way the Viewer user would be able to see a specific dashboard, report or set of reports online with the latest, up to date data instead of receiving a static exported report via email.
Specifically, the Viewer role can:
- View dashboards associated with the organization(s) they have access to
- View standard reports (created by Bocada) associated with the organizations they have access to
- View reports that have been shared with them by another user
Users are associated with organizations; therefore, if there is only one organization set up, then a user with a Viewer role can perform the above functions for that main organization.
If multiple organizations have been set up, a user could be assigned multiple roles, specific to each organization. For example, Jane could have a Viewer role for Organization A, an Editor role for organization B, and no role for Organization C (would not have access to any data for Organization C).