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Data Sources

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Data Source Connections belong to the Organisation they were originally created in. Data Source Connections created at the Primary Organisation, like other pieces of content, will be accessible for use at the Client level. Clients are not able to edit content made at the Primary Level.

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Each time a user views content from the Primary Org based on this connection, they will see their own data, rather than that specified by the Primary Org.

Views

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Views belong to the Organisation they were originally created in. Views created at the Primary Organisation, like other pieces of content, will be accessible for use at the Client level. Clients are not able to edit content made at the Primary Level.

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In order to use this method, select the field to filter on in the second step of the View Builder and open the Access tab. You will now have the option of selecting the Client Reference ID as an Access Filter, along with any other filters available.

Reports

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Reports belong to the Organisation they were originally created in. Reports created at the Primary Organisation, like other pieces of content, will be accessible for use at the Client level. Clients are not able to edit content made at the Primary Level.

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See Primary Org Content Security for more information.

Dashboards

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A combination of Primary Org and Client Org reports can be used to create dashboards. Dashboards themselves can be shared from the Primary Org or created at the Client Org.

 

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