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Manage dashboard access for groups using controls
Manage dashboard access for groups using controls

Control data visibility for different user groups

Updated over a week ago

You can limit access to dashboard data to specific user groups (created by country, region, company, department, or other relevant criteria). This can be done in two main ways:

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

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

Access is managed by a control synchronized with groups. When switching, this control manages the rules for data visibility.

How to connect groups and control options

  1. Create and configure user groups.

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

  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.

    Sync control with groups


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

The synchronized with groups control will be invisible to viewers.

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