2 Replies Latest reply: Feb 16, 2018 7:58 AM by Michael Humphreys RSS

    Qlik Sense Section Access using multiple fields.

    Michael Humphreys

      I am looking to use Section Access to restrict what the Sales Rep sees.  I have done this based on the Sales Rep field.  Howevernow I have a need to also allow a certain Sales Rep to see the sales for a Customer/Product combination that belongs to another Sales Rep.  Is this even possible?

        • Re: Qlik Sense Section Access using multiple fields.
          Mark Ritter

          We are kind of trying to do the same thing.

          We are accessing MS Dynamics CRM data.  Each customer is owned by a sales rep.

          So our section access is based on the sales rep employee number. 

          So a rep can only see his/her customers where they are the owner.  A manager can see a group of employee numbers and thus all of their accounts.

          We are not going down to the customer level at this point.  So a user will be able to see all accounts owned by the employee numbers that appear in rows in our Section Access table.

          Our solution would allow the one rep in your scenario to see all of the customer/products for the other rep. which doesn't sound like what you are trying to do.