This topic answers frequently asked questions about permission management.
- How do I manage organization permissions?
- How do I resolve the error "You do not have row-level security for the dataset 's_orders'. Unauthorized dimension: order_modification_date(day)"?
- How do I disable access to a data portal?
- How do I prevent members from viewing reports in a workspace?
- How can I show different content to different users?
- Do row-level security restrictions still apply to published dashboards?
- If a field is configured to use tag-based row-level security, how do I handle null values in that field?
- Can I send a single report to users in different cities so that they see only their own city's performance data?
- What are the minimum permissions required to use the upload file feature?
How to manage organization permissions?
In Advanced Edition and Professional Edition group spaces, an organization administrator can query, edit, or remove organization members. For more information, see Manage Organization Users.
How to resolve a row-level security error?
On the Dataset List page, find the dataset, right-click it, and select Row-Level Security. For Controlled Field, select the required field and grant permission to the current user. For more information, see (Old Version) Row-Level Security.
How to disable access to a data portal?
Find the target data portal, right-click it, and select Menu Permissions. Set Visible to Authorized Users Only to Yes, and then assign all other users a role other than workspace administrator.
How to prevent members from viewing reports?
To prevent members from viewing reports such as data portals, dashboards, or spreadsheets in a workspace, remove those members from the workspace. For more information, see Remove Member.
How to show different content to users?
In Advanced Edition and Professional Edition group spaces, administrators or developers can configure row-level security to show different content to different users. For more information, see (Old Version) Row-Level Security.
Does row-level security apply to published dashboards?
Scenario: A user creates a dashboard based on a dataset with row-level security configured. After the dashboard is published, its generated link is embedded in a data portal. Does row-level security still apply to this dashboard?
No. After a dashboard is published, row-level security no longer takes effect.
How to handle nulls in tag-based row-level security?
Tag-based authorization does not support null values. To handle null values, use the Authorize by User/User Group mode.
How to send reports with user-specific data?
See Configure global parameters for user-specific data subscriptions.
What permissions are required for file upload?
The account used to connect to the data source must have permission to create tables in the database. Specifically, this account requires the create and insert permissions.