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
• Calls page
• Received and Draft Broadcasts
• Insights for the entire company
• Payments 
• Download ticket reports

What view only users cannot do:

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

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. 

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.