Adding metadata to provide access based on an embedded field in CX dashboard

Question

I have a dashboard which has 2 surveys as source.There are few fields like Sales Area and Portfolio based on which access is controlled in dashboard.I want to now add a new field LB so that when I create a role, I can select that field and provide access based on that.How can I do it ? Thanks in advance.

rochak_khandelwal · Accepted Answer

Hi,Yes, you can absolutely add a new embedded field like “LB” for access control in your CX dashboard.First, add “LB” to both source surveys as an embedded data field in the Survey Flow (even if left blank initially). Then, map “LB” in your dashboard’s Data Mapper, under the correct data source. Lastly, go to Admin > Role Management, and when creating or editing a role, you should now be able to filter access based on values of “LB”.Do maksure “LB” is populated in the responses before the dashboard syncs, else it may not reflect properly in access settings.Do let me know if it works!-- Rochak

Neha Tank · Answer

Thanks ​@rochak_khandelwal, it worked exactly the way I wanted. Thanks.

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