Appearance
Viewer
What you see
Read-only dashboards, statements, documents, allocations, anomalies, notifications, evidence, and audit information where your scope permits.
Typical day
- Select the correct organization/outlet.
- Review dashboard and status information.
- Use statement, document, allocation, anomaly, and audit pages to follow progress.
- Report problems to an authorized colleague.
What you must not do
Do not upload files, create matches, change rules, allocate, approve, queue, retry, reconcile, or change users, settings, connections, or credentials.
If a page or button is unavailable, it is intentional. Ask the responsible administrator for access or assistance.