Platform admin can restrict the data access for the non-admin users using the Custom Fields.
Pre-requisites:
The user must be able to access the dataset or data store to which the data access restriction is applied.
The necessary must be configured to the user account.
Check out the illustration on restricting data access of a Dataset for a user.
Navigate to the Data Center module using an Admin user account.
Click the Data Sets icon.
The Data Sets list page opens.
Select a dataset from the list.
Click the View/ Edit icon for the selected Data Set.
The Data Set update page opens for the selected data set.
Click the Validate option.
Please Note: The Validate option will be available only for the database-based data sets. The other types of Data Sets will contain the Preview Data option to display the data preview.
A notification message appears and the table gets updated.
The data preview is displayed under the Preview Result section.
Click the Security module icon.
The Users list opens under the Security module.
Select a user from the list.
Click the Edit icon.
The Update User page opens.
Navigate to the Custom Fields section and configure the mandatory custom field.
Specify the required custom field value using the user look-up option.
Click the Save option.
Please Note: If the configured option for the Custom Fields is Manual, then the admin user must provide a username manually to restrict the data, instead of selecting a user from the user lookup list.
Sign in to a non-admin user platform account.
Click the Data Center icon.
Navigate to the Data Sets list page.
Select the same data set that was selected under the Admin user.
Click the Edit icon for the selected data set.
A notification message appears and the table gets updated.
Click the Validate option.
The restricted data preview appears under the Preview Result section.
Check out the illustration on restricting data access of a Data Store for a user.
Navigate to the Data Center module using an Admin user account.
Click the Data Stores icon.
The Data Stores list opens.
Select a data store from the displayed list.
Click the Edit icon for the selected data store.
The Data Store update page opens displaying the Getting Data tab for the selected data store.
Please Note: Click the Next option to navigate to the other tabs involved in the Data Store creation.
Open the Data Restrictions tab.
Select a dimension using the Dimension drop-down menu.
Configure the User Property. Use the same as the selected Dimension.
Click the Next option.
Navigate to the Schedule Data Refresh tab to finish the Data Store update.
A notification message ensures that the Data Store has been updated successfully.
Navigate to the platform Homepage.
Click the Report icon to start a new report. OR Open an existing report from the platform homepage.
Navigate to the Design page of the report.
Create a view using dimension and measure. The created View displays data for all the names.
Open the Security module.
The Users section lists all the existing users.
Use the Search bar to search for a specific user from the list.
Select a user from the list.
Click the Edit icon for the selected user.
The Update User page appears for the selected user.
Provide a user name using the Custom Fields fields. E.g., Anagha is mentioned in the given image for the Name custom field.
Click the Save option.
Please Note: If the Custom Fields option is set to Manual, the admin must manually enter a username to restrict the data, rather than choosing one from the user lookup list.
Sign in to a non-admin user account.
Click the Data Center icon.
Navigate to the Data Stores list page.
Select the data store where you want to restrict data.
Click the Edit icon for the selected data store.
Navigate to the Data Restrictions tab for the selected Data Store.
Select a Dimension using the drop-down menu.
Configure the User Property for the selected dimension. It should be the same as the chosen dimension.
Click the Next option to move to the next tab. The user will be redirected to the Schedule Refresh tab to finish the data store update process.
Click the Report icon to create a new report (You may use an existing report and select the recently updated data store to create a view). Click the Select Existing Data Store option to create the report based on the updated data store.
Select the same data store where you have configured the Data Restrictions tab.
Click the Create Report option.
The Design page appears for the report. Select Dimension and Measure to create a View.
A View appears with the limited data. E.g., only Angha's data will be listed for this user since it was configured for the same user using the Custom Fields for the user.
