To enforce row-level access restrictions, it is important to define roles with appropriate
privileges and assign them to individual users or user groups.
Follow the instructions covered in Creating segments from filter
definitions and Editing role assignments.
For more information about permission sets, see Role privileges.
Define a role with the following specifications:
Name
See_Customer_Data
Description
Sales Reps can see customer data
Configure the roles's privileges on the Privileges tab.
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
Add the SalesReps group to the role on the Members tab.