What Is the View Access Level?
View level users are able to see the information in your Gather account in a read-only format, with the exception of Reports and Settings. Viewers may be Chefs or Front of House staff who need to receive the Daily Digest or download documents and access all booking details, including booking financials, but don't need access to making any edits within your account.
- View information in the Home Page, Calendar, Events, Leads, Accounts and Contacts
- Download documents associated with a specific booking (i.e. BEOs, Menus, etc.)
- Opt into receiving the Gather Daily Digest emails
- Batch Print bookings and Download Batch BEOs, Chef BEOs, FOH BEOs, Invoices, and Menus
- Make any edits or change booking information
- Export information from Gather into Excel
- Send outgoing messages or Proposals to clients or leads
- Access the 'Reports' or 'Settings' tabs in Gather
Below is a chart that compares View with the other Access Levels available in Gather: