Filter Access Controls

Unlock Deeper Insights & Enhance Data Governance with CaliberMind’s New Filter Access Controls!

As you create role-based dashboards and grant broader access to analytics, providing guardrails becomes critical. To solve this, we have Advanced Filter Access Controls, a strategic enhancement that gives admins precise control over how users interact with data. This feature is fundamental to streamlining workflows and ensuring everyone views data through the same, accurate lens for decision-making.


Three Levels of Control for Role-Based Dashboards

Configurable at the Dashboard level, these new settings allow you to tailor the user experience perfectly for each role, from the data analyst to the C-suite.

  • Full Flexibility (“Default”): Empowering Exploration This setting is ideal for power users and analysts. Standard users can create their own private filter sets and dynamically apply any organizational filters, enabling deep-dive exploration.
  • Guided Exploration (“Partially Locked”): Balanced Control This mode is designed for teams that need structured analysis with some personalization. Standard users can adjust values within pre-defined, public filter sets but cannot create new private ones. This ensures they work within approved data parameters while still having a focused, adaptable view.
  • Curated Insights (“Fully Locked”): Ensuring Consistency Perfect for executive-level or operational dashboards where consistency is paramount. Standard users can only toggle between the public filter sets curated by admins; they cannot alter values or create private sets. This guarantees a single, unified view of performance.

The Strategic Advantage: Drive Strategy with Trusted Data

Better marketing strategies are built on data everyone trusts. Filter Access Controls provide the foundation for that trust. By tailoring how different roles interact with data, you reduce confusion and ensure your teams adopt the dashboards you build for them. This moves your operations teams out of reactive and into a proactive role. The goal being to prevent the fire drills that come from inconsistent data and empowering your organization to move faster.

Ready to transform how your team interacts with marketing data? Explore the power of advanced filter access controls within your CaliberMind platform today and unlock even greater ROI from your marketing intelligence.

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