role overview

Welcome, Viewer

Read-only access. See everything, change nothing.

Top 5 things to do

  1. 1.

    Read insights

    5 min

    Weekly memo.

    Reports & analytics

  2. 2.

    Read a scheduled report

    3 min

    Open the latest.

    Reports & analytics

  3. 3.

    Read the pipeline

    3 min

    Kanban view.

    Sales & CRM

  4. 4.

    Look at AEO citations

    3 min

    LLM citation tracker.

    Reports & analytics

  5. 5.

    Read a mission transcript

    5 min

    Audit a mission.

    Missions

What you cannot do as Viewer

These areas are limited for this role. Restricted = you can view but not change. Hidden = the route returns 403 or hides from the sidebar. See the full grid at /help/matrix.

  • Chat · restricted
  • Leads & CRM · restricted
  • Tasks · restricted
  • Missions · restricted
  • Sites · restricted
  • Commerce · restricted
  • Calendar · restricted
  • Reports · restricted
  • Sales & CRM · restricted
  • Healthcare · restricted
  • Commerce (advanced) · restricted
  • Marketing · restricted
  • Content & SEO · restricted
  • Memberships · restricted
  • Reputation · restricted
  • Automation & AI · restricted
  • Brand & trust · restricted
  • Build & apps · restricted
  • Agency · hidden
  • Marketplace · restricted
  • Directory · restricted
  • Team · hidden
  • Settings · general · hidden
  • Settings · billing + BYOK · hidden
  • Settings · security · hidden
  • Settings · snapshots · hidden
  • Founder admin · hidden

About this role

The role overview is being seeded. In the meantime, browse the feature guides and workflows for this role, or search for what you need.