The viewer user profile largely provides view-only access to Pyramid reports, with the option of defining the level of interactivity for the different viewer user profiles. The viewer user profile is ideal for non-technical users who do not want to create content but nevertheless require access to created content.
Add a Viewer Profile
Profiles are added from the Admin Console:
- In the left-hand menu, select Access > Profiles.
- From the row of tabs at the top of the page, select Viewer.
- Click Add Profile at the top-right of the page.
- Specify the basic details of the profile:
- Name: Each profile should be given a simple name.
- Description: Provide a light description of the profile for management purposes.
- Tenant Security: Each profile is attached to a specific tenant in a multi-tenant environment, ensuring each tenancy can set up its users according to its own needs.
- Select Access and features as needed.
- Once you are happy with your selections, click Save.
The Profiles admin page opens.
Your selection here indicates the type of user that this profile applies to. For more information about user types, see User Types.
The Add Profile panel opens at the bottom of the page.
See below for details of the Access and Features settings for this type of profile.
A new profile is created for a viewer user, with the name and Access and Features settings that you selected.
Make this the Default Profile
To designate a profile as the default, select the Default checkbox for the required profile and click Apply. One default profile can be defined for each tenant. Tip: You can filter or sort the profile list by tenant to make it easier to select the correct profile.
When you create a new user, they are assigned the appropriate default profile based on their user type and tenant:
- If a default profile exists for the user type and tenant, that profile is used.
- If no default profile is defined for the user type and tenant, then the user is granted all available permissions for their client license type.
Note: You can override the default profile assignment by assigning a profile directly to a user or by assigning them a role that specifies a profile. The default profile feature is intended to save you time and effort when creating new users.
Access and Features
Viewer profiles grant access to discoveries and presentations in the Viewer and, depending on the content configuration set by the administrator, may also enable them to subscribe to publications from the Content Manager or Hub.
The interactivity level for Viewer users is set on the profile using the relevant dropdown option:
- Low: Core interactions only. Users can access the Chatbot, Subscribe, Share, Print, Conversations, plus basic context options (Pivot, Sort, Totals, Actions, Info).
- High: Low interactions plus Smart Insights, Analyze Further, and additional context options (Interactions such as Add, Remove, Swap, Dice, Focus and Eliminate, Change Visual, Explain, Workflows, Alerts, Rate, OData, and Copy options).