Data access

Control what data each user can access by assigning customizable data accesses based on properties.

#

What is data access?

Data access is a permission model that allows system administrators to decide which properties a user can view in the application. By grouping properties into named “data accesses,” you can tailor each user’s visibility based on their role, responsibilities, or geographic area.

#

How it works

Each data access consists of one or more properties and is given a unique name. When a user is assigned a data access, all data in the system—such as key metrics, dashboards and reports—is automatically filtered to only include the properties within that access.

A user can only have one data access. If no data access is assigned, the user is automatically given All.

The user’s active data access is always displayed in the top-left corner of the global sidebar. If given All, the data access is hidden.

#

How to use this feature

Manage data accesses

Here, as a system administrator, you manage which data accesses exist—and which properties belong to each access.

Create a data access

In Data access in Settings, you can create data accesses as a system administrator.

1. Click Add

2. Give the access a name; for example, "Northern Region"

3. Select the properties to include

4. Save

Assign data accesses

In Users under Settings, you can assign an existing data access to a user. Click the tag to view available accesses, then assign the appropriate one.

#

Tips

• Use clear and descriptive names for data accesses, such as “South Region” or “Commercial Portfolio.”

• Simplify onboarding by creating predefined access groups that can be reused.

• Review user permissions regularly to ensure they remain correct and up to date.