Restrictions

The Restrictions feature lets you limit the data displayed to specific users or groups, enforcing row-level security across views, dashboards, workbooks, and Excel Add-in reports in Nectari. Restrictions are applied automatically and help ensure users only see the data relevant to their roles.

You can manage restrictions by Groups, Users, or Data Models—use the Manage dropdown list at the top of the page to select the view you want.

Restrictions can be set at two levels:

Level	Description
Global	Uses global parameters. These restrictions affect all data models containing those parameters.
Data Model	Uses fields specific to one data model and applies only to that model.

important

Be careful with restrictions. If a user belongs to multiple groups with conflicting restrictions (e.g., Company=X and Company=Y), the result may be too restrictive and return no records. Use the Combination Option in groups to merge restrictions appropriately.

When to use restrictions

• Complying with security policies: Enforce internal or regulatory data privacy rules by limiting access to sensitive records.
• Automating row-level security: Apply consistent, automatic filtering without customizing each view or dashboard.
• Limiting data visibility: Show only relevant data based on user or group membership, such as filtering by region, department, or product line.

Page layout

Panel	Description
User/Data Model/Group	Displays the main list of users, groups, or data models, depending on the selected management mode. Select an entry here to view or set restrictions specific to that user, group, or model.
Global Parameters	Lists all available global parameters that can be used for global restrictions.
Global Restrictions	Displays global-level restrictions applied to the selected group, user, or data model.
Data Models	Lists all available data models for creating or applying model-specific restrictions.
Data Model Restrictions	Shows restrictions defined at the data model level (row level security per model).

Add a restriction globally

1. From the navigation panel, click the gear icon at the bottom. The Administration page opens.
2. Select Security, then Restrictions.
3. In the Manage dropdown, select whether to configure by user, data model, or group.
4. From the main list, select the user, data model, or group you want to configure.
5. In the Global Parameters panel, select a field.
6. Use the right arrow (>) button to move the selected global parameter into the Global Restrictions list.
7. For each authorized entry, set the desired Operator and Value using the available dropdowns or input fields.
8. Click Apply Changes to save, or Undo changes to discard.

note

For IN and NOT IN operators with global restrictions, use this syntax (semicolon-separated): VALUE1;VALUE2;VALUE3

Add a restriction to a specific data model

1. From the navigation panel, click the gear icon at the bottom. The Administration page opens.
2. Select Security, then Restrictions.
3. In the Manage dropdown, select whether to configure by user, data model, or group.
4. From the main list, select the user, data model, or group you want to configure.
5. In the Data Models panel, select a data model.
6. Use the right arrow (>) button to move the selected data model into the Data Model Restrictions list.
7. Click Restriction Builder to build your restriction expression.
8. Click Validate, then Save to confirm the restriction.
9. Click Apply Changes to save, or Undo changes to discard.

note

For IN and NOT IN operators in data model restrictions, use SQL list syntax in the expression builder: IN ('VALUE4','VALUE5','VALUE6')

Restriction builder properties

Restrictions are cumulative—if you define more than one restriction, all are applied together.

Field	Description
Editor box	Enter or edit your restriction expression using SQL or logical syntax.
Code helpers	Use operator and function buttons above the editor to quickly insert operators, brackets, or keywords.
Scripts Keywords	Find and insert built-in functions, statements, operators, and constants from available lists.
Tables	Select fields or columns from available data model tables to use in your restriction expressions.
Others	Insert global variables, special variables, or data model parameters.
Search	Type keywords to quickly locate available functions, variables, or operators to use in your script.
Validate	Click to check your script for syntax errors before confirming.