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Using Forced Filters to Restrict Group Access to Data

As a Zoomdata administrator or a user who has been assigned to a group with group management privileges, you can manually restrict the data in a data source configuration that can be viewed or used by group members in charts and dashboards. By default, all data in the data source is available for the group.

This allows you to secure potentially confidential data within a data source. Group members would only be able to view limited information within the data it collects.

To limit the data that can be viewed and used by group members, use forced filters. There is no limit to the number of forced filters you can create for a group. Filters may be created for each data source configuration assigned to the group.

To use forced filters to restrict the data source data that can be viewed or used by a group:

  1. Log into Zoomdata as a Zoomdata administrator or a user who has been assigned to a group with group management privileges.

    If the user name you log in with is also associated with other Zoomdata accounts, verify that the correct account is selected. See Switching Accounts.
  2. List the group definitions defined for the account. See Listing and Reviewing Group Definitions.

  3. On the left side of the page, select the group definition for which you want to modify data source configuration access. The group definition editor appears on the right side of the page.

  4. Select the Data Sources tab in the group definition editor.

  5. Select Manual Configuration. The Manual Configuration section of the tab contains a table listing all of the data source configurations to which the group has access.

  6. To create a forced filter:

    1. Click in the Active Filters column corresponding to the data source configuration for which you want to restrict data access. The Force Filters dialog appears. By default, all data in the data source is available to group members.

      The Force Filters dialog contains two tabs:

      • Row - Use this tab to create or removed a forced filter for the data source.
      • Saved - Use this tab to access the forced filters that have been saved by other users. The group is able to access only saved forced filters from the data source.
    2. Select a field listed on the Row tab. Possible values or ranges of values for the field are listed in the Attribute Filters sidebar or in the Force Filters dialog.

    3. If the field you selected is an attribute, select (check) values in the Attribute Filters sidebar. You can use the search bar in the dialog to locate specific values. Then select Include or Exclude to include or exclude the selected values from the data source.

      If the field you selected is a number, select a value range on the Range tab and, optionally, an operator on the Operator tab. You can also access keysets to use in the forced filter by clicking on the Keysets button.

      If the field you selected is a time, expand Filter by Range to select a time range or expand Time Presets to select a preset time. You can also access keysets to use in the forced filter by clicking on the Keysets button.

    4. When your values are selected, click .

    5. Click the in the upper right corner to close the Force Filters dialog or the Attribute Filters sidebar.

    The forced filter is created.

  7. Repeat Step 6 if additional filters are needed. All filters for a data source will be listed in its Active Filters column in the Manual Configuration table.

  8. To remove a forced filter:

    1. Click in the Active Filters column corresponding to the data source configuration for which you want to restrict data access. The Force Filters dialog appears and lists the forced filters that have been defined. (If you want to add additional filters, click the button and see Step 6).

    2. Click the icon corresponding to the filter you want to remove. The forced filter is removed from the list.

    3. Click the in the upper right corner to close the Force Filters dialog.

    The forced filter is removed.

  9. When the forced filters have been defined appropriately, click to save the group definition. A save confirmation message displays.

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