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Hello.
My company has 6 regional managers. We recently hired a new regional manager replacing one who left the company. So, in my RLS excel regional manager tracker file, I replaced the name and email with the new manager's. And, at first, I accidentally added the new manager as a contributor in Workspace. I then changed him to viewer.
However, this manager is now able to view every region in Workspace. And, when testing his access in Desktop, it works correctly in that he can only see his own region. I suspect that Workspace is clinging onto his original Contributor designation. I can't think of another reason as to why he continues to see all other Regions. Testing all the other regional manager's access in Workspace works.
One thing I did to try to fix this issue is remove the new manager from RSL and Workspace access. refreshed all the tables in Workspace, then add the new manager back in. But, the new manager still has access to all the regions.
What could I do to fix this?
Solved! Go to Solution.
So a quick update. I just had a meeting with said sales manager. When I look at this share screen via teams, his report IS filtered by region. It's only when I test his role in Workspace where the region is not filtered for this sales manager's region. Weird but I guess problem solved.
So a quick update. I just had a meeting with said sales manager. When I look at this share screen via teams, his report IS filtered by region. It's only when I test his role in Workspace where the region is not filtered for this sales manager's region. Weird but I guess problem solved.
Another suggestion, If the regional managers should only be able to view the report, and not make any changes to them or build their own on the underlying data, then I would suggest to distribute the report through the workspace app. Then you don't need to add any of the regional managers to the workspace at all, only give them access to the app.
This in combination with the RLS you have set up should ensure they only see what they should and you won't have to worry about workspace access levels for any of them
@Rigensis What is a Workplace app? When I google it, I only see a Citrix solution.
@etane Just checked that I have not misspelled on my original post: Workspace app (not workplace). It is a way to distribute your reports. In every PBI workspace, when you have opened it, near top right corner there is a button 'publish app' where you can configure what isers eill be able to access it and what reports from the workspace they will see.
This can be seen as something similar as giving the user a viewer access to workspace, but distributing the reports this way completely eliminates the need for users to have access of any level to the workspace itself, which in your case will ensure that the security setup will be enforced.
@Rigensis sorry I mystyped in previous post I did mean workspace not workplace and google results did only have citrix but... ok I see what you mean. However, I don't have reports separated by region per app. Every report in the app has nationwide data.
Sure, but as I understand your report has RLS in it, so when the user who is part of the app and the RLS setup will open up the app, they should only see the region RLS allows them to see
This might be a step you have already done but worth mentioning in case you have not.
Have you added the new manager to the relevant RLS group in Dataset options > Security?
Furthermore, maybe by chance he has been added both to a 'no RLS' group and the respective region group, but the 'no RLS' group overrides the smaller access.
@Rigensis Yup I added user to the Regional Manager group and not to the All Access group.
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