Set Up and Start Risk Scoring Dataflow

If a CRM Analytics user has access to a dataset, they have access to all records in the dataset, by default. Only grant access to people who have a valid need to know the PHI of all patients your organization treats. However, you can implement row-level security on a dataset to restrict access to records. To implement row-level security in this dashboard, update the default dataflow to add a row-level security filter to the datasets associated with Account and Contact. These filters can be used to restrict access so that users see only the information that they can access based on their role. Row-Level Security for Datasets provides more information on implementing row-level security for datasets.

To schedule your app, see Schedule Data Refresh for a CRM Analytics App. Select a time outside normal work hours so the data refresh doesn’t interrupt business activities.