Understanding security filters - V5.2 and earlier

Security filters work by adding a filter to a dataset that links a specific column to a user or group attribute. This filter then only returns rows to the user where the attribute equals the specified column value.

The attribute values that can be linked to a dataset column are:

Username
Email address
User Security Identifier
Group Name
Group Security Identifier

Attribute values work in one of two ways.

The user attributes - username, email address and user security identifier - work by retrieving rows from a filtered dataset where the filtered column value exactly matches the active users attribute value. This would mean that each user would see individually filtered data specific to them.

The group attributes - group name and group security identifier - work by retrieving rows from a filtered dataset where the filtered column value exactly match the value of a group that the user has been associated with. This would allow for more complex filtered data to be returned to users dependent on which groups they have been given permission to view.

Where the user is a member of multiple groups having security filters, the multiple filters are combined for that user using OR logic.