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:
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.
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:
Is there a way for user to see pivots on a dashboard without necessarily having access to the Pivot reporting module?
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@logicaloutcomes.net | +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@logicaloutcomes.net
Hm, I think maybe we support this only for the dashboards, so it might not help you (you can share dashboards directly to users, but reporting apps are not updated for that yet).
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:
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.
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:
Is there a way for user to see pivots on a dashboard without necessarily having access to the Pivot reporting module?
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@logicaloutcomes.net | +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@logicaloutcomes.net
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:
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.
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:
Is there a way for user to see pivots on a dashboard without necessarily having access to the Pivot reporting module?
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@logicaloutcomes.net | +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@logicaloutcomes.net