Manage dashboard access using controls

Users who have access to a dashboard can be organized into groups and assigned different levels of data access.

Dashboard user groups are independent from the groups defined in User Management, they are separate entities and serve different purposes.

Having specific groups of users (created by country, region, company, department, or other relevant criteria), you can:

• Restrict access to data (for example, only showing country-specific data to users from that country).

• Manage the visibility of specific tabs/widgets (for instance, displaying detailed tables only to users from the analytical department).

Access is managed by a control synchronized with groups.

How to connect groups and control options

1. Create and configure user groups, using advanced sharing.

2. Create a control with random options in the number corresponding to the number of groups. You don’t need to have a special variable for this.

3. Rename control options to match the group labels. Please note that the labels are case-insensitive (e.g., 'marketing' and ‘MARKETING’ will match), but there must be no differences in syllables. Otherwise, the dashboard can work incorrectly for non-matching groups.

4. In EDIT mode, double-click on the ‘Groups’ icon on the top-right menu. The ‘sync’ option will appear on all available controls. Synchronize the control with groups.

   

5. Use contexts or make control-control connections to manage the data visibility depending on the control positions.

The control synchronized with a group is invisible to viewers.