Setting roles

To specify roles that restrict row-level access, we need to define the appropriately restrictive roles, and assign individual users or user groups to them.

  1. Follow the instructions covered in our articles Creating Segments from Filter Definitions, Role privilages, and Editing role assignments.
  2. Define a role with following specifications:
    Name
    See_Customer_Data
    Description
    Sales Reps can see customer data

    On the Privileges interface, we have:

    System Privileges
    None
    Dataset Privileges
    Customer Value Analysis dataset, on the sample connection (this may vary depending on where you loaded the data).
    Permission
    View visuals and apps

    On the Privileges interface, we have:

    Users
    None
    Groups
    SalesReps