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You have a number of Sales staff and a dashboard that contains information for all of them. You’d prefer each member of the team to only see their own sales figures and customers when they log in.
Solution
To achieve this, we could set up a User Restriction. In Dashboard Configuration > Users, select the user that you want to create the restriction for on the left-hand side of the screen.
You’ll need to select the Object that you want to restrict, in the example shown below we’re using the Employee Name. In the Restriction Value field we selected the name of the employee we want to restrict i.e. Elane Morris.
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This now means that when Elane logs in to the dashboard and uses the selected Data Connection, she will only see her own Sales figures and Customers.
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It also means that she will be unable to change this, even if she’s an Administrator of the system. When this user tries to build charts showing all Salespeople, the only information that will be displayed will be her own. By creating her as a User, even if she has the User Type of Administrator, and assigning her to a Role it also means that she will be unable to amend her own account and will therefore be unable to remove the restriction.