Row Level Security for different group of users

Shraddha Batwalkar shared this question 3 months ago
Answered

Hello,

I did not find any relevant data for my below question what i want to check, I have explained the scenario below.

I have a sales data set which has different Groups and Sub - Group and i wanted to know how can i achieve the security for same.

1. I have Geography wise Group say Inida, Australia, Singapore and US

2. In each of the above group i have Sub Group say Sales Director which should be able to see all the Sales Report at the Global Region Level say for Example All the countries mentioned above.

Again we have another sub-group say Sales Regional Manager which should see specific to region and another sales group say AE.


How do we configure the security for such kind of scenarios.

Comments (3)

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Hi Shraddha,

Thanks for getting in touch. Yes this can be done by the use of Access Filters. I have just created a video as a quick guide on how to do this which you can find here. I have used manual input of data, but there is more information on the other ways, which would be (in most cases) more suitable and more dynamic going forward. The video shows me creating a datasource ACL (I missed adding the Admin user to start with, but probably a good way to see what would happen I guess :) ). I have then applied the access filter to the View but left the option of it being non mandatory for the test and this is optional. I then created a report and toggled it as shown, logged out and logged back in as 2 different users.

There is also more information on this in our Wiki, which you can find here.

Let me know if this is the sort of thing you are looking for.

Regards,

Paul

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Hi Shraddha,

Hope you had a good weekend.

Just wanted to check-in and see how it's all going. Was there anything you were needing from me to help get this resolved?

Regards,

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Hi Shraddha,

I have not heard back from you in regards to this ticket so I will close this off for now. If you need any more help with, please reply to this.

Regards,

Paul