User License Types
This page displays information for customers using the legacy license model, prior to 2026. For the new license model, see License Model.
Full User
Includes
Viewer User
Includes
Administration
The Administration section covers configuration tools such as Distribution, Manage License, Environments and Data Sources, Security, and the OLAP Manager, available only to Full Users.
| Feature | Full User | Viewer User |
|---|---|---|
| Administration |
Data models
Data models define relationships between tables, pulling related information from a database. Managing data models requires technical expertise, so this is limited to Full Users, except for running info pages. Info pages store data model details and run scripts with given parameters, used to import or export data to custom tables from an ERP system or another database, such as when building budgets or forecasts.
| Feature | Full User | Viewer User |
|---|---|---|
| Execute Info Pages | ||
| Create Data Models | ||
| Design Data Models | ||
| Rename Data Model | ||
| Delete Data Model | ||
| Manage Info Pages |
Worksheets and views
Worksheets and other views, such as pie charts, maps, and sparklines, are the visualizations available in SEI, built on top of the underlying data models.
* Connects a view to another view or application within SEI.
Dashboards and reports
Dashboards combine visualizations and filters into a single view of the underlying data and reports break worksheets down into subsections and includes custom calculations, report titles, company logos, and dynamic variables.
| Feature | Full User | Viewer User |
|---|---|---|
| Open Dashboards | ||
| Open Reports | ||
| Link To | ||
| Create Dashboards | ||
| Create Reports | ||
| Delete Dashboards and Reports | ||
| Save Changes | ||
| Create Predefined Filters | ||
| Create Reporting Trees |
Workbooks
Workbooks are spreadsheets built directly inside SEI. Data can be refreshed, formulas can be drilled down for more detail, and a workbook can be exported to create a static copy.
Distribution
Viewer Users can export, print, and send comments on views, and share them with their team. Full Users with the Distribution add-on can also create reporting packs, set conditions and alerts, and subscribe reports and views for various recipients.
Excel Add-in
The Excel Add-in connects Excel to live data from the enterprise software database, integrating directly into Microsoft Excel's interface. It works with new and existing Excel worksheets.