Data Access Policies

Data Access Policies are a way for you to restrict what users see in the dashboards.

You have two different types of Data Access Policies to choose from:

  • one that is created within the user role. This has fewer options for custom fields and can only be based on the username.
  • one that is created from the dedicated section of your settings (here).

🌟Please note:

  • to be able to create DAPs your user profile needs to be granted the specific access rights for each of the actions. If you try to view a section of Starred that you're not allowed to view you'll be informed with a pop-up notification.
  • a user can only be part of one Data Access Policy at a time, so it's not possible to switch between different data sets.

Data Access Policy on role-level

The Data Access Policies on role-level are useful to restrict what users can see in dashboards.

For example, you can restrict recruiters to only view the responses linked to their own candidates. They won't be able to see responses from candidates linked to other recruiters. The dashboard will automatically show only responses that are relevant to this specific user.

These can be created from the user role. Read more here.

Data Access Policy on individual level

Data Access Policies on individual levels allow you to choose any custom field to filter on and the values within that field to assign to one or more users.

For example, these are useful for Team Leads: if you'd only like to show your Team Leads results from their team of recruiters, you can choose the Recruiter field and select the relevant recruiters:

In the next page, you can select the policy to the users that should be assigned to it:

Next, you can name it and save it.

Once a user is added to a Data Access Policy, this Data Access Policy and the filters that relate to it will show in the left navigation bar when the user consults the Starred dashboard. All responses visible for this user are only related to candidates linked to that user.