How to Partition a Document for Multiple Stakeholders

This article describes how to partition a document so that different end users are able to view different parts of a document and data. 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.

Requirements

Any data set that can be segmented into two different groups
A report with different pages designed for viewing by each of the groups.
Your account needs to have View/API time available.

Method

The general process to set up the document and the needed permissions is as follows:

Create the report pages for each of the segment groups.
Create filters that can be used to define the sample that is relevant for each segment.
For pages showing results for the first segment, highlight the individual pages in the Report tree and select the appropriate filter(s) for the first segment under Data > Filters & Weight > Filters from Properties . Note that 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.
Do the same for the second segment.
Create groups for segments as shown in the page about Creating User Groups. Ensure that the option to allow Explore is not ticked.
Add users and assign them to the appropriate groups as described on the page about How to Add Users to a Group.
Set the Page-based access settings for each page so that users for each segment can only view pages with their filtered results. Note that this step will require you to publish your document (from the toolbar, select Share > Publish to web).

Other important considerations:

When updating the document, particularly with new pages, always make sure that the appropriate filters are applied
Review the page-based access settings to ensure any new pages have the appropriate groups assigned.
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.
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.
If your document is located within a folder with configured access, the user groups added to Page-based access will automatically be appended to the folder permissions to allow access to the folder. See How to Manage User Groups and Permissions in Displayr for more details.

How to Filter a Dashboard Based on User Logins

How to Change to a Multi-User Account

How to Create User Groups

How to Add Users to a Group

How to Give Groups of Users Access to a Document