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.

This article uses the dataset Customer Value Analysis, which is based on datafile customer-value-analysis.csv.

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
segments defined on Customer Value Analysis dataset
Privileges and Permissions of the See_Customer_Data Role in Dataset Customer Value Analysis

On the Privileges interface, we have:

Users
None
Groups
SalesReps
segments defined on Customer Value Analysis dataset
Users and Groups of the See_Customer_Data Role in Dataset Customer Value Analysis