Row Level Security for different group of users

HI Paul, When i click on the video its takes me to a share not found screen. Would i be able to get the link to this video?

Many thanks!

Hi Deannah,

Unfortunately, this was a temporary link uploaded to an FTP server. However, the steps required to set this up are contained under the Overview section of the Restricting Data with Access Filters Wiki, which you can find here.

You'll head into your Data Source > Access Filters > click Configure Reference Types > type in something like Region Filter > Add:

Then click 'Add':

I'll choose Manual just to quickly demonstrate > choose Reference Type, type in a Name, then click Input Values:

When you click on the Search bar, your users come up:

Here I can assign manually assign values to specified users in the access filter:

You can check the Records to ensure these were added:

Next, head into the View you want to apply the Access Filter to and assign the Access Filter to the relevant field in the Prepare Stage under Field Settings, which is in this case AGENCYREGION:

Then the last step is to apply this at the report level under Access Filters. This is before enabling (by checking AGENCYREGION) as System Administrator user:

Then after applying:

If I were to sign in as Michael Sheeha, as per above, I'd instead see Asia and Europe.

Hopefully this helps! Please try these steps and read through the linked Wiki and let me know if you have any questions.

Regards,

Mike

Hi Deannah,

I'm going to go ahead and mark this one as Answered since I haven't heard back from you, but if you have further questions or concerns on this, if you respond, it will re-open the case and put it back in my queue and I'll be happy to help.

Regards,

Mike