Want to Securely Customize Data Access for Multiple Users?

Hi! ?? Thanks for stopping by! ?? Did you know you can manage data access for multiple users in just one dashboard? It’s possible with row-level security in embedded business intelligence. Let’s dive in!

What is Row-Level Security in Embedded BI?

With row-level security (RLS), you can securely customize data visibility based on user roles no more creating multiple dashboards! This keeps data safe and organized without needing a separate dashboard for each user. With Bold BI?, you can add row-level security to your dashboard, so users get real-time, role-specific views, ensuring both security and a quality user experience.

Implement User-Based Filtering in Three Simple Steps

Step 1: Create Your Dashboard

Design a dashboard to embed in your application.

Step 2: Add Users

Add users and groups that will access your dashboard. For detailed guidance, check out this help documentation and video.

Link: Managing Site Resources – Embedded BI | Bold BI? Learning

Step 3: Configure User Filters

Click the Configure User Filters icon on the toolbar. The Configure User Filters window will open.

Here, you can create filters based on three built-in modes:

Manual mode: Ideal for static data, allowing you to filter specific columns (e.g., email addresses or names) to display tailored information for different users or departments.

Data source mode: Best for dynamic data, integrating and displaying real-time information from multiple sources.

Query mode: Apply SQL queries for precise control over data access. Suitable for complex dashboards like financial reports segmented by region or customer.

Filtering Mode Use Cases

Manual Mode Use Case

Problem: School administrators want to give faculty members access to a dashboard but allow them to view only data within their respective departments.

Solution: By using manual mode, the administration can filter the data to show department-specific information to each faculty member.

Data Source Mode Use Case

Problem: In a hospital management dashboard, administrators need to ensure each department head can only see data relevant to their own department.

Solution: Using data source mode, the administration can integrate data from various department databases for their own viewing while sharing only relevant information with each department head.

Query Mode Use Case

Problem: Quantitative analysts need to share data with stakeholders but limit data access due to data governance policies.

Solution: Analysts can use query mode to write SQL queries that specify exactly which data to share.

Want to learn more about user filtering modes and how they can enhance data security in your BI dashboards? Read our blog, “Enabling Row-Level Security with Embedded BI.”

Why use row-level security?

Security: Ensure sensitive data is accessible only to authorized users.

·Efficiency: Manage just one dashboard for multiple users, saving significant time and effort over creating user-specific dashboards.

·Customization: Tailor data access based on user roles without disrupting the overall dashboard structure.

Ready to take the next step?

?? Sign up for a free 15-day trial of Bold BI? today to start creating your own interactive business dashboards filled with effective, dynamic visualizations.