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Message #13187
User Authorities and Dashboards
Hello all,
I have a big problem setting up the correct authorities so that users see what I need them to.
In brief, I am reporting on financial data. I have a few investors for whom I have prepared personal dashboards with pivots on how much return they have earned. I DO NOT want investors to be able to see each other's data.
This is what I have done:
1) User Authorities:
- See dashboards
- See browser cache
- See pivot table module
IMPORTANT: If I remove the "See pivot table module" the users are not able to see the saved pivot tables on their dashboard! So I need this authority.
2) Dashboards
- Created personal dashboard for each investor
- Shared the dashboard only with the respective investor
Every investor is able to see only their dashboard. Here comes the BIG PROBLEM: When an investor clicks "Explore" pivot table from the dashboard it takes him to the Pivot table app. From there, they can go to Favorites and open a saved report for any of the other investors and see data.
Two questions here:
1) Is there a way for user to see pivots on a dashboard without necessarily having access to the Pivot reporting module?
2) If not, is there a way to restrict user of opening reports saved as favorites in the Pivot reporting module?
Your comments are highly appreciated!
Georgi
Georgi Chakarov, CIA | georgi@xxxxxxxxxxxxxxxxxxx<mailto:georgi@xxxxxxxxxxxxxxxxxxx> | +1-647-478-5634 x 104 | LogicalOutcomes c/o Centre for Social Innovation, 720 Bathurst Street, Toronto Canada M5S 2R4 | You may unsubscribe from receiving commercial electronic messages from LogicalOutcomes by emailing info@xxxxxxxxxxxxxxxxxxx<mailto:info@xxxxxxxxxxxxxxxxxxx>
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