Specifying Roles
To specify roles that restrict row-level access, we need to define the appropriately restrictive roles, and assign individual users or user groups to them.
Follow the general instructions covered in our articles Creating New Roles , Managing Role Privileges , and Managing Member Roles .
Let's define a role with following specifications:
Name
See_Customer_Data
Description
Sales Reps can see customer data
On the Privileges interface, we have:
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
Privileges and Permissions of the See_Customer_Data Role in Dataset Customer Value Analysis
On the Privileges interface, we have:
Users
None
Groups
SalesReps
Users and Groups of the See_Customer_Data Role in Dataset Customer Value Analysis