Manejo de Seguridad del Dashboard en Looker Studio

Access management in Looker Studio is critical to ensure that each stakeholder receives exactly the information they need, without compromising data security or dashboard integrity. Mastering these settings will allow you to distribute personalized information and maintain control over who sees what data, especially in business environments where confidentiality is crucial.

How to manage access in Looker Studio securely?

When building powerful dashboards like Freshmark, we face the challenge that different stakeholders need access to different levels of information. For example, branch managers only need to see their own sales, while general management requires a full view without necessarily having editing permissions.

To manage these accesses efficiently, Looker Studio offers several configuration options:

1. Share dashboard: when you click on the "Share" button, options similar to Google Drive appear.
2. Configure the access level: You can set whether the link is public, hidden or restricted.
3. Assign specific roles: Add emails and assign read or edit permissions accordingly.

What access roles are available in Looker Studio?

The roles available depend on the type of account you have:

• Personal accounts (basic functions):

  • Viewer (read only).
  • Editor (can modify the dashboard)
  • Owner (full control)

• Business accounts (Google Workspace):

  • Viewers
  • Collaborators
  • Content administrators
  • Managers (can manage other users)
  • Custom role areas

Enterprise accounts offer much more granular management of permissions, allowing you to configure exactly what each role can do within the dashboard.

How to configure advanced security options

To strengthen the security of your dashboard, you can access advanced settings that enable you to:

- Prevent editors from changing access or adding new users- Disable downloading, printing and copying for users with read permissions- Disable alerts (Pro version feature)- Prevent readers from generating slides- Disable advanced filters for readers.

These settings give you more peace of mind about who can do what with your dashboard, protecting sensitive information.

How to share personalized information with different users?

One of Looker Studio's most powerful features is the ability to schedule personalized mailings. To access this option:

1. In the "Share" section, click on the small arrow to the right of the button.
2. Select "Schedule sending".
3. Add the recipients' emails
4. Select which dashboard pages you want to share (for example, only "Sales Summary" and "Stock").

How to filter the information for each user?

The real magic happens in the filters tab. Here you can:

1. Apply specific filters for each recipient.
2. Limit the information to a specific branch
3. Set up specific time periods (such as the last quarter).

For example, for the manager of branch one, you can set up that he only receives filtered information from his branch, while keeping data from other locations confidential.

What does the end user receive?

When you program a mailing with custom filters, the recipient receives:

• An email with access to the already filtered dashboard.
• The ability to download a PDF document with the selected pages
• Only the information relevant to their role, with the filters correctly applied.

This functionality is especially useful for periodic reports where each stakeholder needs to see only a specific part of the information.

What to do when the dashboard becomes slow?

As dashboards grow in complexity and data volume, it is common for them to start experiencing performance issues. Speed optimization is crucial to maintaining a good user experience.

Some factors that can affect performance include:

• Amount of data processed
• Complexity of visualizations
• Number of filters and calculations
• Connections to external data sources

Optimizing dashboards in Looker Studio is an important topic that requires specific techniques to improve speed and efficiency without sacrificing the quality of information.

Proper management of access and permissions in Looker Studio allows you to share valuable information in a secure and personalized way. These settings are essential to protect sensitive data while providing each stakeholder with exactly what they need. Have you used these features in your own dashboards? Share your experiences and any challenges you have faced when managing permissions on complex projects.