Restricting Custom Template Report Output Based on User Access in Unifier
We have several Custom Templates reports in Unifier, and we’re looking for a way to ensure that users only see data they have access to, based on their Unifier permissions.
Specifically, we want the reports to respect the user’s record access, for example:
If a user has only "View Company Records" or "View User Records" permissions,
Then the report output should only include records they are authorized to view in Unifier.
Example:
If Vendor A runs a report, we want to ensure they cannot see any data belonging to Vendor B. Even if the report pulls from the same Business Process or data set.