User License Types

SEI offers different types of licenses to its users. Below is a comparative list of the permissions between a Full User and a Viewer.

Though full users have the ability to using all of the SEI features and functionality, each user may be configured by the account administrator to have different permissions and restrictions based on specific roles and user groups within your corporation.

Features	Full User	Viewer User
Access to Administration tab The Administration tab includes advanced tools that are limited to full users only.	P	O
Data Models View info pages Design data model Rename data model Delete data model Manage info pages Data Models refer to the various tables joined together to pull the associated information from the database. Since it involves advanced training and technical know-how, the access to data models is limited to full users or admin. Info pages are the in-app widgets which serve various functions such as creating a forecast or account mapping, again involving a technical know-how and training.	P P P P P	P O O O O
Worksheets & Views View/Open worksheets and views Drag & drop, add, and remove dimensions/measures Drill down Use filtering functions Column & Conditional formatting Access Link To option Change worksheet properties Save changes Create user calculated columns Create predefined filters Create new worksheets or views Delete existing worksheets or views Data entry Worksheets and views are the visualizations offered by SEI which are based on the respective data models. The Viewer Users have access to already created worksheets where they can do basic operations (as mentioned above) to view the data. However, they cannot save the changes or create new worksheets or views.	P P P P P P P P P P P P P	P P P P P P O O O O O O O
Dashboards / Reports View/Open dashboards & reports Access Link To option Create new dashboards & reports Delete dashboards & reports Save changes Create predefined filters Create reporting tree Dashboards are a collection of various visualizations and filters to help users build a story around their data. Viewer Users can have access to pre-existing dashboards, filter on them, and use the Link To option to connect to underlying data in the reports. However, they cannot create new dashboards, delete existing ones or save any changes. The Reports section offers another way of creating reports where the worksheets can be broken down into subsections, and custom calculations can be included underneath. It also gives users the ability to add report titles, company logos, dynamic variables, etc.	P P P P P P P	P P O O O O O
Web Workbooks (Preview) View/Open Web Workbooks Export Print Formula Drill Down* External link Refresh formulas Create Web Workbooks Save changes Analysis Tab Page Setup Delete existing Web Workbooks Web Workbooks (Preview) is SEI’s excel platform in the web. It allows Viewer Users to access data within already created reports. They can also refresh data, do formula drill down, and export workbook to create a static copy. *Formula Drill Down helps to see more details about a formula. For a Viewer User, you will only be able to view profiles that are already created.	P P P P P P P P P P P	P P P P P P O O O O O
Sharing & Distribution Export Send comment Print & Page setup External link Subscribe Add other recipients (To/Cc/Bcc) Add conditions Create reporting packs Schedule Excel Add-in reports Sharing & Distribution is a collaboration tool which allows viewer users to export, print and send comments on the views and share them with their team. There is an advanced sharing option called Scheduler which is only limited to full users where they can create reporting packs, set conditions/alerts, and set up the subscription of reports and views for various recipients.	P P P P P P P P P	P P P P P O O O O
Excel Add-In Formula Drill Down Pivot table refresh Data extraction refresh Duplicator Refresh formulas Create static copies Change password Open View Reporting Tree Node Selector Reporting Tree Duplicator Prompt/ Quick prompt Data extraction Formula Wizard Create Pivot Table Link To Formula Edit References Configuration Data Entry Environment/ Data model configurations Reporting Tree Cache Optimizer Excel Add-In is SEI's other platform which is plugged into Microsoft Excel which allows Viewer Users have access to data within already created reports. They can also do formula drill-down, do data refresh to view the latest entries and create static copies of the reports. However, they cannot create new reports on their own using data extraction, formula wizard functions or modify the existing environment configurations.	P P P P P P P P P P P P P P P P P P P P	P P P P P P P P P P P O O O O O O O O O

Features

Full User

Viewer User

Access to Administration tab

The Administration tab includes advanced tools that are limited to full users only.

Data Models

View info pages
Design data model
Rename data model
Delete data model
Manage info pages

Data Models refer to the various tables joined together to pull the associated information from the database. Since it involves advanced training and technical know-how, the access to data models is limited to full users or admin.

Info pages are the in-app widgets which serve various functions such as creating a forecast or account mapping, again involving a technical know-how and training.

Worksheets & Views

View/Open worksheets and views
Drag & drop, add, and remove dimensions/measures
Drill down
Use filtering functions
Column & Conditional formatting
Access Link To option
Change worksheet properties
Save changes
Create user calculated columns
Create predefined filters
Create new worksheets or views
Delete existing worksheets or views
Data entry

Worksheets and views are the visualizations offered by SEI which are based on the respective data models. The Viewer Users have access to already created worksheets where they can do basic operations (as mentioned above) to view the data. However, they cannot save the changes or create new worksheets or views.

Dashboards / Reports

View/Open dashboards & reports
Access Link To option
Create new dashboards & reports
Delete dashboards & reports
Save changes
Create predefined filters
Create reporting tree

Dashboards are a collection of various visualizations and filters to help users build a story around their data. Viewer Users can have access to pre-existing dashboards, filter on them, and use the Link To option to connect to underlying data in the reports. However, they cannot create new dashboards, delete existing ones or save any changes.

The Reports section offers another way of creating reports where the worksheets can be broken down into subsections, and custom calculations can be included underneath. It also gives users the ability to add report titles, company logos, dynamic variables, etc.

Web Workbooks (Preview)

View/Open Web Workbooks
Export
Print
Formula Drill Down*
External link
Refresh formulas
Create Web Workbooks
Save changes
Analysis Tab
Page Setup
Delete existing Web Workbooks

Web Workbooks (Preview) is SEI’s excel platform in the web. It allows Viewer Users to access data within already created reports. They can also refresh data, do formula drill down, and export workbook to create a static copy.

*Formula Drill Down helps to see more details about a formula. For a Viewer User, you will only be able to view profiles that are already created.

Sharing & Distribution

Export
Send comment
Print & Page setup
External link
Subscribe
Add other recipients (To/Cc/Bcc)
Add conditions
Create reporting packs
Schedule Excel Add-in reports

Sharing & Distribution is a collaboration tool which allows viewer users to export, print and send comments on the views and share them with their team.

There is an advanced sharing option called Scheduler which is only limited to full users where they can create reporting packs, set conditions/alerts, and set up the subscription of reports and views for various recipients.

Excel Add-In

Formula Drill Down
Pivot table refresh
Data extraction refresh
Duplicator
Refresh formulas
Create static copies
Change password
Open View
Reporting Tree Node Selector
Reporting Tree Duplicator
Prompt/ Quick prompt
Data extraction
Formula Wizard
Create Pivot Table
Link To Formula
Edit References Configuration
Data Entry
Environment/ Data model configurations
Reporting Tree
Cache Optimizer

Excel Add-In is SEI's other platform which is plugged into Microsoft Excel which allows Viewer Users have access to data within already created reports. They can also do formula drill-down, do data refresh to view the latest entries and create static copies of the reports. However, they cannot create new reports on their own using data extraction, formula wizard functions or modify the existing environment configurations.