All,
Relatively new to Domo, but I don't see this questions asked previously and am running into a wall- hoping for some help from the community.
One of the requirements for our organization is that we display only information to the end user that is attributable to them; for instance, a member of the sales staff can only see the number of sales that they have made, not every sale made by the organization.
In all of our transactional systems, we have an EmployeeID that is unique to the person associated with any particular record (in the example above, a sale). What we ideally want to do is set up one page with the set of cards (i.e. a sales staff member page) that contains the all the applicable metrics, but is filtered for just their own data (i.e. all of the data on the page filtered only for records where EmployeeID = ‘12345’).
The number of end-users is high and turnover is frequent, so we don’t envision setting up a customized page for each user is a scalable solution. We have SSO set up with our Active Directory instance, so ideally we would have a filter on the page (or each card) that filtered the data based on the EmployeeID which is part of both the transactional data as well as the user profile, but we have not found a way to do this. We were offered a suggestion to use publication groups based on the Domo user emails, but given that we reuse email addresses based on a naming convention of first initial + last name, the first time we have a new employee with a re-provisioned email address (i.e. jsmith@whatever.org), the prior employees data would be errantly associated with the new user.
At the end of the day, really all we are trying to do is filter card data for only the active user based on an attribute other than email address- curious if anyone has tried to do this, and if so, how they handled it?
