Insights - Data Security
By default; only basic fields are accessible in Insights.
Basic fields in Insights follow ‘Read Access’ permissions set up in Maximizer Web Access.
For example; if only one user (John) has 'Read Access' to opportunity 2; other users (Alice; in the example below) can't see this opportunity. In Insights; as in Web Access; only John sees this record.
User | John | Alice |
'Read Access' to Opportunity 1 | Yes | Yes |
'Read Access' to Opportunity 2 | Yes | No |
Opportunity 1; Revenue $ | 1000 | 1000 |
Opportunity 2; Revenue $ | 200 | - |
Total Team Sales | 1200 | 1000 |
Maximizer Admins can enrich Insights data models with UDFs.
To make User-Defined Fields accessible for Insights; a Web Access admin must have at least 'Read Access' rights to these fields. To hand pick; go to Insights > Settings.
Designers have access to all UDFs added to Insights for the records they are permitted to see.
For example; if John has 'Read or Full Access' to UDF 1 and UDF 2 and Alice only has access to UDF 1; Alice can still see UDF 2 in Insights.
Thus; in WebAccess; Alice can't see UDF 2 value for Opportunity 1; but in Insights she can.
User | John | Alice |
'Read Access' to Opportunity 1 | Yes | Yes |
'Read Access' to Opportunity 2 | Yes | No |
'Read Access' to UDF 1 | Yes | Yes |
'Read Access' to UDF 2 | Yes | No |
UDF 1 value for Opportunity 1 | Yes; visible | Yes; visible |
UDF 1 value for Opportunity 2 | Yes; visible | No; Invisible |
UDF 2 value for Opportunity 1 | Yes; visible | Yes; visible |
UDF 2 value for Opportunity 2 | Yes; visible | No; Invisible |
Please; make sure that all users in your organization are aware of the security rules.