By applying Security Filters, at user login the data presented on a dashboard can be pre-filtered specifically for that user.
Security Filters have been designed to achieve this by matching information held against a user (and optionally the groups they are members of), with a column of data in a dataset.
Dependent on the specific business need, Security Filters may be very simple to define or can much more complex. The key to understanding Security Filters is to firstly understand the individual aspects required to define a Security Filter:
- Firstly, choose the column in the dataset that you wish to apply a filter to. i.e. 'Company Name'
- Secondly, choose the identifier at user or user-group level that you wish to filter the dataset by i.e. 'User Security Identifier'
- Edit the dataset and add a Security Filter definition (based on 1 and 2) above using the filter
icon.
Example based on 1 and 2 above:
- Now, create a user and select the User Security Filter you would like to be applied for this user.
Example: For this user, apply User Security Identifiers.
Note: For more complex filters tick as many of the five options you require. Only those ticked will be applied for this user. If no items are ticked no Security Filters will be applied and this user will see all data for all datasets. - Now, edit the user and enter the required operator and actual User Security Identifier to apply.
Example:
Note: You can also add multiple Security Identifiers here using the
icon. A logical OR will be applied between them. - The Security Filter definition is now Complete.
Note: In the above example, once the user logs in to the system, any dashboards they view with components built using the 'Accounts Receivable' dataset will only show rows for the Company Name = 'Service-Co Ltd' - You can store Multiple User Security Identifiers against each user and Multiple Group Security Identifiers against each group, which allow for more complex Security Filters to be defined.