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.
- Follow the instructions covered in our articles Creating Segments from Filter Definitions, Role privilages, and Editing role assignments.
Define a role with following specifications:
- Sales Reps can see customer data
On the Privileges interface, we have:
- System Privileges
- Dataset Privileges
- Customer Value Analysis dataset, on the sample connection (this may vary depending on where you loaded the data).
- View visuals and apps
On the Members interface, we have: