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How to set up a user restriction

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You have a user that you only want to be able to see certain content in your dashboard. For example, when this user logs in, they should only be able to see information relating to staff who are Managers.

\uD83D\uDCD8 Instructions

  1. Firstly, we need to create a user restriction

  2. In Dashboard Configuration>Users, select the user that you want to apply the restriction to on the left-hand side and then click the ‘Restrictions’ tab

  3. Click the ‘Add’ icon at the top-right of the screen. You will now be able to browse through the Data Connections that the user has access to and select the Object that you want to restrict on. In this example, we’re adding a restriction to the ‘Job Role’ Object

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