Partitioning Documents for Multiple Stakeholders
In some cases, for example syndicated market research projects, you may have multiple end users who need to be able to see different parts of a document and data. For instance, if you run a study for the automotive industry, you may want to create a single document and allow different car companies to access different sections of the results.
In Displayr this is achieved by:
- Creating different sets of pages for the different stakeholders.
- Filtering the data that is shown on each page so that it only shows the results that are relevant to that stakeholder.
- Defining User Groups to determine which users have access to each page.
Using filters in this way works because when a filter is applied to an output in Edit mode it remains fixed once the document is published. When viewing the published document, additional filters can be applied to the output, but the original filters cannot be removed.
Defining access is always done at a page level using filters. There is no way to restrict access to variables, filters, or cases in the data set.
Importantly, any user who has access to Edit a document, or who has access to Explore mode, will always have access to all of the data in a document. Users who are to be restricted should not be given Edit or Explore access.
Consider that we have a data set that is to be used to generate a report for two different brands, Brand A and Brand B. Brand A is to be shown results only for people in the sample who are customers of Brand A, and similarly for Brand B. The two brands should not see any results for customers of their competitor.
The general process to set up the document and permissions is as follows:
- Create the pages for Brand A and Brand B.
- Create filters which can be used to define the sample that is relevant for each brand. In this case there would be a filter identifying customers of Brand A and customers of Brand B.
- For pages showing results for Brand A:
- Highlight the individual pages in the Pages section on the left.
- Select the appropriate filter(s) for Brand A under Home > Data Selection > Filters.
- Do the same for Brand B.
- Create groups for Brand A and Brand B, as discussed on the page about User Groups. Ensure that the option to allow Explore is not ticked.
- Add users and assign them to the appropriate groups, again as discussed on the page about User Groups.
- Set the tab-based access settings for each page so that users for Brand A can only view pages pertaining to results for Brand A, and similarly for Brand B. Note that this step will require you to publish your document.
When updating the document, particularly with new pages, you should take care that the appropriate filters are always applied, and you should review the tab-based access settings to ensure any new pages have the appropriate groups assigned.