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Restricting Custom Template Report Output Based on User Access in Unifier

in Unifier (MOSC) 1 commentAnswered

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.

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