A CRM Analytics consultant is working on Sales dashboards with multiple datasets and advanced queries in the Sales Analytics app.
Sales managers in the organization have been given Editor/Manager access to the app, whereas sales reps have been given Viewer access.
Some dashboards that are in progress are not ready to be rolled out to sales reps and should only be viewable by sales managers.
How should the consultant accomplish this?
In CRM Analytics, you can control the visibility of dashboards and other assets using the asset visibility feature. This allows the consultant to restrict access to specific assets (like dashboards) for certain groups of users, such as sales reps, without needing to duplicate datasets or move dashboards to another app. This is the most efficient way to manage access for dashboards in progress while allowing only sales managers to view the in-progress dashboards.
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