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> For a complete documentation index, see https://help.sigmacomputing.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://help.sigmacomputing.com/_mcp/server.

# Get started in Sigma with view access

> Get familiar with Sigma as a user with view access, including what you can do and where to go for more advanced tasks.

If your organization assigned you an account type with **View** access, you can view, navigate, and interact with the workbooks and reports that other users in your organization share with you.

## What you can do with view access

#### [Interact with AI](#interact-with-ai)

Ask Sigma Assistant questions in plain language, get AI explanations of charts, and chat with a Sigma agent.

#### [Open documents](#open-documents)

Open workbooks and reports shared with you, and leave comments for collaborators.

#### [Explore data](#explore-data)

Sort, filter, drill into, and review the data behind charts and tables.

#### [Save custom views and download data](#save-custom-views-and-download-data)

Save your own view of a workbook, download pages and charts, and mark favorites.

### Interact with AI

Chat with Sigma Assistant or a Sigma agent:

* **Ask Sigma Assistant natural language questions**. Use [Sigma Assistant](/docs/ask-natural-language-queries-with-assistant) to ask questions about data.
* **Explain charts with AI**. Use [Explain charts with AI](/docs/explain-visualizations-with-ai) to get a plain-language summary of what a chart shows.
* **Chat with a Sigma agent**. If a workbook contains a chat element, use the [Sigma agent](/docs/chat-with-agent) configured there to ask questions or accomplish tasks specific to that workbook.
* **Interact with Sigma Assistant in a workbook**. Use [Sigma Assistant](/docs/sigma-assistant-in-the-workbook) in a workbook that you can access to ask data analysis questions and get help navigating and exploring the workbook itself.

### Open documents

Open and collaborate on documents that you can access:

* **View workbooks and reports**. Open any workbook or report shared with you and move between pages, open modals, sidebars, popovers, and drawers.
* **Add and view comments**. Use the [comments panel](/docs/workbook-comments) to leave feedback or ask questions directly on a workbook or report. Annotating a screenshot of an element in a comment requires **Can explore** access.

### Explore data

Explore the data in documents available to you:

* **Sort, filter, and enter data in controls**. Sort a column, expand or collapse grouped rows, and refresh the data on your own. Update filters and controls that the user who created the workbook already added to the page.
* **Drill down and up to view different data structures**. Explore [drill down paths](/docs/drill-into-data) that the user who created the workbook configured for you to explore ad hoc slices of data.
* **View aggregated underlying data**. Review the data behind a chart or table, aggregated to match what the chart displays. To view or filter the unaggregated, row-level data behind a chart, you need **Can explore** access to the workbook.
* **View column details**. Open a column menu and select **Column details** to see distribution statistics like top values, nulls, and averages. See [View column details](/docs/view-column-details).

### Save custom views and download data

Save views of the data for later:

* **Customize and save your own view of a workbook**. Sorting, filtering, or otherwise interacting with a workbook opens a personal custom view, so you can rearrange the data without affecting what other users see. Save it as a saved view to return to it later. See [Create and interact with custom views](/docs/create-and-interact-with-custom-views) and [Create and share saved views](/docs/create-and-share-saved-views).
* **Download data in limited formats**. Download a workbook page as a PDF or a chart as a PNG image.
* **Mark documents as favorites**. Star a workbook, report, or folder to find it quickly later from your **Favorites**.

## Related resources

* [Sigma JumpStart: Navigation with View, Act, and Analyze roles](https://www.sigmacomputing.com/resources/webinars-and-events/navigate-sigma-with-view-act-and-analyze-roles)
* [Get around in Sigma](/docs/get-around-in-sigma)