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 | [email protected]<mailto:[email protected]> | +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 [email protected]<mailto:[email protected]>
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