What is the Data Viewer Role?
The Data Viewer Role allows you to grant specific users limited access to your platform data without compromising security or giving them full user privileges. This role is perfect for:
External auditors conducting compliance reviews
Internal stakeholders who need data access for reviews
Fund managers requiring portfolio company oversight
Third-party consultants working on ESG assessments
What Data Viewers Can Do
Full Access Features
View all authorized dashboards and reports
Export data and reports in available formats
Access submission viewers
Download policy documents
View entity lists and carbon insights
Create personal saved views (not shareable)
Read-Only Features
Browse policies and documentation
View entity information
Access carbon insights data
Restricted Areas
Data Viewers cannot access:
Data collection workflows
User management functions
Configuration settings
Collaboration tools and comments
Notification systems
Public sharing features
Key Benefits
Eliminates Manual Data Export Processes
No more creating multiple exports and writing explanations for every data request. Grant direct platform access with appropriate restrictions, transforming manual workflows into automated, self-service experiences.
Maintains Data Security and Control
Data Viewers receive read-only access to essential reporting areas while being prevented from accessing:
Sensitive data collection workflows
User management functions
Configuration settings
Collaboration features
Accelerates Audit and review cycles
Reviewers and auditors can:
Access real-time data directly
Drill down into specific metrics
Export needed information themselves
Reduce delays from multiple data requests
How to Set Up Data Viewer Access
Step 1: Choose the Right Configuration
When inviting a new Data Viewer user, select from three distinct configurations:
Company Portal Access - Provides access to:
Home dashboard
Dashboards and reporting tools
Carbon insights
Reports and exports
Policies (read-only)
Entity information
Fund Manager Portal Access - Limited to:
Home dashboard
Dashboards
Reports
Fund Manager Self-Assessment Access - Includes:
All company portal features
Limited to self-assessment portion only
Step 2: Send the Invitation
Invite users through your standard user management workflow, selecting "Data Viewer" as the role type and choosing the appropriate configuration.
Step 3: Communicate Access Scope
Inform the Data Viewer about their access limitations and available features to set proper expectations.
Enhanced Export Capabilities
The Data Viewer role includes access to a new company investment detail export specifically designed for auditors. This export provides:
Audit-ready financial data formatting
SFDR assessment-compatible information
Comprehensive reporting data
User Experience for Data Viewers
Isolated Environment
Data Viewers operate in a separate environment where they:
Cannot be mentioned in comments
Do not receive platform notifications
Cannot share saved views publicly
Have no notification badges
Optimised Homepage
Data Viewers see a streamlined homepage design that provides:
Quick access to commonly needed exports
Easy navigation to authorised reports
Reduced learning curve for external users
Frequently Asked Questions
Can Data Viewers modify or delete data?
No, Data Viewers have read-only access and cannot modify, delete, or input any data.
Will Data Viewers receive notifications?
No, Data Viewers operate in an isolated environment and do not receive platform notifications or collaboration features.
Can Data Viewers share their saved views?
Data Viewers can create personal saved views for their own use but cannot share them with other users.
What export formats are available to Data Viewers?
Data Viewers have access to the same export formats as regular users for authorized data, including the new audit-ready investment detail export.
How do I revoke Data Viewer access?
Data Viewer access can be revoked through your standard user management workflow, just like any other user role.