Q13. You are tasked with sharing a dashboard containing confidential sales data with an external consultant who needs to analyze the data but should not have access to the underlying datasets or model.
How would you configure the sharing options to allow this external user to interact with the dashboard, but ensure data security?
Ans: To share the dashboard with external consultants, containing the sales data while ensuring all the SAC data security is being provided as well as to make sure to prevent access for the underlying datasets or models, we can perform the following steps:
– Create a dashboard with a restricted access option and define the permissions for external consultants. We can use SAC’s role-based security system to control all the access like which consultants can access and which cannot access the underlying dataset.
– Now, we need to make sure to share the dashboard with limited data access with external consultants, either through a secure URL link which ensures the consultant can access only the dashboard but not the underlying data models.
– While sharing the dashboard, we can choose “view only” access or disable the export or download option to prevent the consultant from downloading the data.
– Also, disable the access to the underlying data or configure the model level access to prevent external consultants from viewing or exporting the raw data.
– If you are using a live data connection, we need to be sure that no consultants should grant any permission to view underlying data models or queries.
– We can also restrict our users to view the stories only and not the underlying data sets or models.
– If required, aggregation or data masking techniques can also be done to hide all the sensitive information in the dashboard. Only high-level insights can be visible to the external consultants.
– While sharing the dashboard we can use the access methods which include SSO -Single Sign On user authentications to ensure all the authorized external consultants can access the dashboard.
– We can track who can access the dashboard and how can they interact with it. We can use SAC auditing and monitoring tools to ensure the consultant is only accessing the intended data.
Thus, following such steps we can share the dashboard with external consultants ensuring that they cannot access or download the underlying datasets and can only maintain the confidentiality of sales data.
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