How to share specific views of a dashboard to different stakeholders

ozarkram

Hi All,

I have a dashboard with a couple of cards and with a filter that contains all the Dealers and the region of the dealers...There are different account managers that handle specific regions..So when I share the dashboard with a specific region manager they should be able to see only the data pertaining to their region ..Can you please let me know how to do this..

Thanks,

Arun

GrantSmith

Hi @ozarkram

It sounds like you're wanting to restrict which data is visible depending on specific user criteria. This is what PDP was designed to do. You can enable PDP and define the criteria for the records users or groups are allowed to see. You can read up on PDPs here: https://domohelp.domo.com/hc/en-us/articles/360042934614-Creating-and-Deleting-PDP-Policies

GrantSmith

Hi @ozarkram

It sounds like you're wanting to restrict which data is visible depending on specific user criteria. This is what PDP was designed to do. You can enable PDP and define the criteria for the records users or groups are allowed to see. You can read up on PDPs here: https://domohelp.domo.com/hc/en-us/articles/360042934614-Creating-and-Deleting-PDP-Policies

ozarkram

Thanks @GrantSmith !..