What is the Viewer Role?
The Viewer Role on the Palisade platform provides a read‑only window into domain activity. It’s built for Managed Service Providers (MSPs) who need to show customers a high‑level overview without allowing any configuration changes.
Who can use the Viewer Role?
MSPs can assign the role at both the Domain Group and individual Domain levels. A Group‑level Viewer automatically inherits permissions for any new domains added to that group.
Where do you assign the Viewer Role?
You can add Viewers from the Domain Management, Domain Group Management, or User Management pages within Palisade.
What can Viewers see?
- Dashboard overview
- All Domains list
- Aggregate, Failure, and TLS reports
- Reputation Monitoring (for permitted domains)
- All tools, including the Domain Scanner (view‑only)
- Personal Settings – profile, security, device activity, linked accounts
- Organization pages – switch between organizations they belong to
- Export CSV/PDF for reports
What can Viewers NOT do?
- Edit domain settings or groups
- Manage users or assign roles
- Add labels or enable Reputation Monitoring
- Generate or manage widgets from the Domain Scanner
Quick Takeaways
- Read‑only access keeps critical settings safe.
- Available at both group and domain levels.
- Automatic permissions for new domains when assigned to a group.
- Full visibility into dashboards, reports, and tools.
- Export reports in CSV or PDF format.
- Ideal for MSPs needing transparent client reporting.
- No ability to modify configurations or user settings.
Frequently Asked Questions
Why does Palisade offer a Viewer Role?
The Viewer Role lets MSPs give clients visibility into email security metrics without risking accidental changes. It balances transparency with protection.
Can a Viewer access the Domain Scanner?
Yes, Viewers can open the Domain Scanner page but cannot generate or manage the widget, keeping the environment read‑only.
Is the Viewer Role available for existing customers?
Absolutely. You can assign the role to any user via the management pages, whether they’re new or already on the platform.
Do Viewers see the same data as admins?
Viewers see the same reports and dashboards as admins, but they lack any edit or configuration controls.
How does the role affect billing?
The Viewer Role is included in existing plans at no extra cost. It’s a permission setting, not a separate license.
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