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Viewer

Viewers can partially change and access the POV. The status indicator is accessible to the viewer, hence will be able to view the status of the workflow.

Access of the viewer

The viewer can login to CXO to open My Storyboards with a list of shared storyboards. Access to the report menu is restricted if logged on as a viewer as they can only Play these shared storyboards. All the POV dimensions are frozen apart from Year and Period dimensions. The viewer has the option to edit POV Comments in a storyboard and participate in conversations.
The viewer can have access to multiple entities set by the admin in POV Filters, however the entity dimension cannot be adjusted in the POV when playing a storyboard. See below the different entity filters for a viewer:

Entity POV Filter How the Storyboard Works
One entity

The storyboard will play the reports for this specific entity. The Year and the Period dimensions can be adjusted by the viewer.
One or multiple entities with all its descendants The storyboard will play the report for the entity that was selected when the report was added to the storyboard. In case the selected entity does not belong to the structure given access to via the POV filter the first entity in the POV filter for the viewer is used in the report and cannot be adjusted by the viewer. The Year and the Period dimensions can be adjusted by the viewer.
No entity access The storyboard will play the report for the entity that was selected when the report was added to the storyboard.

Setup

viewer = user who does NOT have Access Menu and Full POV permission. The security admin can assign the Access Menu and Full POV permission (power user) or remove the Access Menu and Full POV permission (viewer) in the permission section of User Groups and Users. Power Users can share storyboards with a viewer.

The difference between the Access Menu and Full POV permission is:

Users WITH "Access Menu and Full POV"
Permission		 Users WITHOUT "Access Menu and Full POV"
Permission

In CXO Software:

  • Access to the Menu to open reports.
  • View Home Report.
  • When viewing a report can change any POV (following the current rules).
  • Can create storyboards, share them and have any role on storyboards.

In CXO Software:

    • NO access to the Menu to open reports.
    • NO Home Page Report.
      • Home for these users will be the 'My Storyboards' Panel, when clicking on the Home function they will be reverted here.
      • When the user has no shared Storyboard, the panel will show: "You do not have any shared storyboards yet".
    • Viewing a report:
      • Can change ONLY the Period and Year POV (following the current rules).
      • Can't change any of the other POV, i.e. the POV will be frozen on the first option (the first option will be determined following the current rules).
    • Storyboards:
      • Cannot create storyboards.
    Only 'Viewer' role for shared storyboards.

Refer License Types.

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