TABLE OF CONTENTS

• Set up barriers by yourself
  • Restrict who has access to which supplier
    • Step 1. Enable Manage access
    • Step 2. Add Tenant administrator role to a user(s)
    • Step 3. Set the default access for new suppliers
    • Step 4. Manage access for individual suppliers
    • Step 5. Remove access from a user / change to owner
  • Manage information in the Analytics view
  • Manage access for Dashboards and Visualization
    
    

Information barriers can be set up to restrict access to supplier information and supplier survey answers within your organization. Most information barriers can be set up by controllers, but some, such as dashboard accessibility, require the support of your Position Green team.

Set up barriers by yourself

You can set up restrictions on who can see which supplier in the supplier overview, supplier responses in the questionnaire overview, and what is visible in the follow-up overview.

Restrict who has access to which supplier

Step 1. Enable Manage access

Go to Set-up> admin > advanced > Edit organization and "Enable manage access for suppliers."

Step 2. Add Tenant administrator role to a user(s)

Assign at least one user the role of "Tenant administrator." This role will allow the user to see all suppliers, can change owners and who can see which supplier. Read about how to manage users.

Step 3. Set the default access for new suppliers

As a "Tenant Administrator", go to Settings and Permissions.

• ON: When this toggle is set to ON all controllers have access to all suppliers as default.
• OFF: When changing to OFF, you must manually specify who can access which supplier from the start.

Step 4. Manage access for individual suppliers

Access levels:

Go to the Supplier Overview and select the supplier you would like to manage access for. You make restrictions based on user role(s) or specific individual users.

• Owner: the default owner is the user who added the supplier to the supplier list. This is mostly relevant if you toggled OFF in step 3 since the supplier will only be visible to the owner until the owner has managed access rights. There can only be one owner per supplier and only the owner can select a new owner.
• Editor: When the owner adds the first type of editor, either by a group or by a specific user. The current editors can also add additional editors to the supplier.

Step 5. Remove access from a user / change to owner

Click on the three dots for a user. You will get the option "Change to Owner" or "Remove permissions". Don't forget to save.

Manage information in the Analytics view

When enabled the Manage Access functionality "Explore" will only be available for "Tenant Administrator".

Why only "Tenant Administrator"?

Due to complex data sorting it is not possible to restrict the information access within Explore. However, it is possible to create Shared Analytics views in read mode and share them with users within your organization based on different access roles.

Once a user has been added to a shared Analytics view, "Analytics View" will appear in the sidebar.

Please follow step-by-step guide: Advanced functions.

Manage access for Dashboards and Visualization

For this, you will need to ask your Sustainability Platform Team for support. The access is restricted at dashboard level. This affects what type of data visualizations can be contained within the dashboard.

Before getting in contact with your team try defining:

• Which users/groups of users should have access to what?.
• What type of KPI/answers/assessments would you like the users to be able to see?