Verifying access restriction on a visual

After configuring row-level access with filter associations, verify that users can see only the data permitted by their assigned segments. You can do this by viewing the same visual as different users and comparing the results.

  1. Log in as a user with administrative privileges and open a visual that uses the restricted dataset.

    As an administrator, you should see the entire dataset, without any row-level restrictions applied.

  2. Log in as a user who is associated with a single filter association and open the same visual.

    The visual should display only the records defined by the segment assigned to that user or their user group.

  3. Repeat this verification for users associated with different filter associations to confirm that each segment is applied correctly.

The following example demonstrates how row-level access affects data visibility in a visual showing U.S. state populations over time.

Administrative user

When logged in as an administrator, the visual displays population data for all states across all regions.

User associated with a single-region segment

When logged in as Analyst_4, who associated with the Midwest regional segment, the visual displays data included in that segment (for states in the midwest area).

User associated with a different single-region segment

When logged in as Analyst_2, who is associated with another regional segment called South, the visual displays data accordingly, showing only the data relevant to that segment (records for states in the south), with no visibility into other regions.