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SmartView and Account Level Security

Graham O'Bray asked 8 years ago
I have a client that is looking to restrict data in SmartView by department (a segment of their GL).
I setup Account Level Security in GP which restricts the data in smartlist but is not restricting the data in SmartView, is there a setting somewhere that I am missing?

Graham O’Bray
Bob Christianson answered 7 years ago
At the current time, SmartView does not recognize account level security within GP. I will enter it in as a product suggestion for you.
Instead of using Account Level Security, you could add the segments onto the list and then filter on those.  It won’t restrict them from seeing the other segments, but they could at least restrict down the data they are viewing at the time.
The other option would be to use SmartList Builder and build restrictions into that which would limit the data the users can see in the list when they run it and they wouldn’t be able to get around those restrictions.
Thanks for the question.
Lisa replied 6 years ago

Is this still the case? I am having the same issue. I have set up restrictions in Smartlist builder for specific users and it appears Smartview is not honoring that restriction.


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