Limit data access for a user

  1. Click Administration.
  2. Click the Users tab.
  3. In the list, click a user.
  4. In the menu that opens to the right, under Company Access, click ✏️ Edit data access filter. The Set Access Filters dialog box displays. Here, you can define filters for specific modules and dimensions in the selected company.
  5. Click modules and dimensions in the list to the left-hand side of the dialog. The filter is displayed in the right-hand pane. NOTE: If you add identical modules or dimensions as filters, these filters are grouped with the logical operator And. Click And to change the logical operator.
  6. Click Where to select whether to include (Where) or exclude (Where not) data that matches this filter.
  7. Click In to select an operator.
  8. Click {no filter} (or any other criteria displayed in the box) to specify the criteria for the filter.
  9. Select values from the list. The filter box at the bottom of the dialog is updated with the selected values. You can also enter values manually.
  10. Use ranges: Deselect this option to show all values in a range.
  11. Include blank: Select this option to also include data where no value exists (NULL).
  12. Click Use value. The filter is added to the list.
  13. Repeat steps 6-13 to add more filters. Example: Use the "Where Module In *" filter to give access to all data, and then add a "Where not dimension In dimension name" to exclude one or more dimensions.
  14. Click OK when you are done.

The user will get a Limited access indication under the Access column.

Remove data access filter

In the Set Access Filters dialog box, click X Remove filter.

Last modified August 2, 2024