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Re: User Authorities and Dashboards

 

Dear Georgi,

The solution is Sharing and User Groups

Implement the same sharing on each report/chart/gis map as you did on the
dashboard.
That is Set Public to *None *and then add the Investor User Group (which is
has access) and set sharing to *View*

*Alex*

On Wed, May 3, 2017 at 7:27 PM, Georgi Chakarov <georgi@xxxxxxxxxxxxxxxxxxx>
wrote:

> 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 | +1-647-478-5634 x 104
> <(647)%20478-5634> | LogicalOutcomes c/o Centre for Social Innovation,
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>
>
>
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-- 
Alex Tumwesigye

Technical Advisor - DHIS2 (Consultant),
Ministry of Health/AFENET  | HISP Uganda
Kampala
Uganda
+256 774149 775, + 256 759 800161
Skype ID: talexie

IT Consultant (Servers, Networks and Security, Health Information Systems -
DHIS2, Disease Outbreak & Surveillance Systems) & Solar Consultant


"I don't want to be anything other than what I have been - one tree hill "

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