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Controlling access to data

By the end of this chapter you will be able to:

  • Control access to Stream data
  • Control access to Dashboards

Controlling access to Stream data

Open the model Administration Course: Data Access. Run the Task Plan Run Admin Data Access Model to populate data in this model.
Have a look at the data in each Stream.
Open the dashboard Admin Course: Public Dashboard.
You will be able to see data from both Streams in the dashboard.
Update both Streams in the model, unticking the flag All Users Can View Data. In the dashboard press Refresh all the charts. You will now not be able to see data from either Stream in the dashboard.
You will now give access to the data in the Stream Admin Customer Addresses, to the user group User Plus:

  • Open the configuration form for the user group Users Plus
  • Open the Streams tab
  • Drag the Stream Admin Customer Addresses into the Streams list
  • Save your changes.

You can also see which user groups have been given access to a Stream's data in the Stream configuration form: open the configuration form for the Stream Admin Customer Addresses and go to the User Groups tab; you will see the user group Users Plus.
Remember that the user you created for yourself (with your name) is in this user group. To test the Stream data access, log out of PhixFlow and log back in as your new user. Open the dashboard Admin Course: Public Dashboard. You will be able to see data from the Stream Admin Customer Addresses but not Admin Cust Payments.
Similarly, open the model Administration Course: Data Access and try and view data from both Streams in the model – you will get the same result.
By whatever route you use to view data in Streams – access is controlled in this way.
Log out, and log back in as user train.

Dashboards

Before proceeding with the rest of this exercise, tick All Users Can View Data in both Streams in the model Administration Course: Data Access.
Open the dashboards Admin Course: Public Dashboard and Admin Course: Private Dashboard. Both are configured to show the same data.
You will make one of these dashboards private:

  • Right-click on Admin Course: Private Dashboard in the dashboards list, and select Edit
  • Untick the flag Public
  • Note that the Owner of this dashboard is the currently logged in user, Train
  • Save your changes

Open the details for Admin Course: Public Dashboard and confirm that this dashboard is public.
Making a dashboard private in this way means that no user other than the dashboard owner can view the dashboard. Check that you can still view both dashboards (if you have them open already, close, then reopen).
Log out and log back in as your new user. You will only be able to see Admin Course: Public Dashboard.

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