This article describes how to restrict a user's access to individual pages within a Displayr document. You can restrict pages in your document so that only certain groups of users are able to view them.
Requirements
- You must have a paid professional user license.
- Your Displayr account has been converted to be a Multi-User Account, see How to Change to a Multi-User Account.
- You have assigned Users to appropriate User Groups used to grant access to individual pages in your Document, see How to Manage User Groups and Permissions in Displayr.
- You have purchased Server time for private dashboards and API (hours for View-mode). Found under Account Settings > Licenses > Server time for private dashboards and API.
- You must have an administrator account.
Method
- Your Document will need to require users to login in order to grant/restrict access. While editing your Document, click Publish > Publish as a Web Page.
- Select Login and password required.
- Change any other Advanced settings as needed and click the Publish button.
- Click the Close button.
- From the drop-down in the top left corner showing your document name, select Document Settings:
- Expand the Properties section.
- Scroll down below the Save button on that section and click Set tab-based access to document.
- For each Tab (page) in the document, select the groups which should have access to that page. You can make multiple selections by holding down CTRL. Groups with access will be highlighted in Blue or Grey. If no group is selected for a Tab, then only the users in groups specified in the Document Settings (listed at the top of the page) will see the Tab.
- Click Save.
Note: If a user is assigned to one of the groups listed under Authorised for view only: and Authorised for view and edit:, they will always have access to all of the pages in your document. As a result, any user who is to be restricted to individual pages must not be a member of any of those groups.
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How to Filter a Dashboard Based on User Logins