If you would like to restrict who, within your organization, you would like to be able to see which supplier and supplier data there are possibilities to set up information barriers. 

Some you can set up by yourself and some you will need support from your Sustainability Platform team, such as administering dashboard accessibility.

Set up barriers by yourself

You can set up restrictions around 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 and can change owners and who can see which supplier. Read more here 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: By changing this to OFF, you must specify who can access which supplier manually from the start.

Step 4. Manage access for individual suppliers

Access levels:

Go to the Company Overview and select the supplier you would like to manage access for. You can restrict based on user role or on 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 specific users, 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 the Manage Access functionality is enabled, Explore will only be available for "Tenant Administrator".

Why only "Tenant Administrator"?

Due to complex data sorting, information access can not be restricted 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 the step-by-step guide in Analytics view: Advanced.

Manage access for Dashboards and Visualization

For this, you will need to ask your Sustainability Platform Team for support. The access is restricted on the Dashboard level. This means that will affect what type of data visualizations within the dashboard can contain

Before getting in contact with your team try defining:

• Which users/group(s) of users should have access to what
• What type of KPI/answers/assessments would you like the users to be able to see?