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View Only Users

Written by TJ Salyars

Updated at April 24th, 2025

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Table of Contents

View Only Users in ExpertConnect How to invite a view only user How to login as a view only user

View Only Users in ExpertConnect

The view only role in ExpertConnect allows company employees to view tickets and download reports, without the ability to interact directly with customers. View only users can be invited by any account Manager from the Manage page. 

 

What view only users can do:

View only access to the following information:

  • Search and view tickets for the team(s) they have access to
  • Contacts page
  • Received Broadcasts
  • Insights for the entire company
  • Payments 

What view only users cannot do:

  • Respond or take any action on tickets
  • Create or open tickets
  • Calls page
  • Answer phone calls / be on a ring schedule
  • Create, Import or Export Contacts 
  • Create or send Broadcasts
  • Download ticket reports

How to invite a view only user

  1. Navigate to the Manage tab.
  2. Click on Invite Advisor on the upper right side.
  3. Select View Only for the role type. 
  4. Click Invite. 

View only users are different than advisors. Click this link to learn more about ExpertConnect roles.

 

 

How to login as a view only user

If you have been invited by your organization to have access to ExpertConnect as a view only user, go to https://app.ExpertConnect.deere.com and sign-in with your phone number.

observers viewers

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