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