Restrictions - Managing

Overview

Restrictions in Comparative Agility control data access and visibility across your organization. Setting up restrictions allows you to manage governance, maintain privacy, and define the analytical scope for specific user roles.

Additional information

1. Click ACCOUNT SETTINGS
2. Click User Management
3. Click Restrictions

Creating new Restrictions

• Within the Restrictions tab, click on the + New Restriction button
• Choose between available instances OR include All Instances
• Type in the name
• Assign it to the users by selecting them in the dropdown list
• Apply available data
• Click on Save

Note: If you would like to grant someone the ability to view teams and folders across various instances, please ensure that you first assign them a custom role with the Instances Visible option enabled.

Editing Restrictions

In case you would like to edit previously created Restriction:

• While on the **Restrictions tab,**click on the Edit icon
• Change Name, users that it is assigned to, and/or available data
• Save

Deleting Restrictions

• Within the Restriction tab click on the Edit button
• Navigate to the Delete button in the bottom left corner