Setting roles

To enforce row-level access restrictions, it is important to define roles with appropriate privileges and assign them to individual users or user groups.

  1. Follow the instructions covered in Creating segments from filter definitions and Editing role assignments.
    For more information about permission sets, see Role privileges.
  2. Define a role with the following specifications:
    Name
    See_Customer_Data
    Description
    Sales Reps can see customer data
  3. 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
  4. Add the SalesReps group to the role on the Members tab.
    Users
    None
    Groups
    SalesReps