What can the Viewer role do?

Learn more about how to give someone access to Bocada Cloud as a view-only user

The Viewer role is designed for users who only need to see reports and 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) including only the data associated with the organizations they have access to
• View any custom reports that have been shared with them by another user
• Receive (or disable) the Backup Activity Summary email notification

Users are associated with organizations; therefore, an Administrator can associate a Viewer user with one or more organizations and only see the data associated with those organizations.

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). 

Add a View-only User

1. On the left navigation menu of Bocada Cloud, go to the "Administration" section
2. Select "Users"
3. In the top right of the page, click the + icon to add a new user
4. Enter the user's email address, name and select "Standard User"
5. Select the Organization they should have access to
6. Click the Roles fields and select "Viewer"
7. Click the save button to the right of the Roles field (floppy disk icon) to save the role for that user. 
8. Click the blue Save button at the bottom of the screen
9. At that point, an email invitation will automatically be sent to the user asking them to click a link to validate their email address and set up a password for their account so they can login.