Who should have access to what data is a very common problem to solve at large enterprise teams operating across functions. Your marketing function may be working on multiple brands across different countries, or you may be a single brand with teams for multiple channels or regions. There are multiple ways to manage data and its access to end users on Clarisights. Thoughtful planning and having framework is important to maintain clean, predictable access and make it easier for end users to get to the insights they want to derive from the data they have access to.

There are a few broad levels in which marketing data can be managed on Clarisights and here are the features which help you do this:

Data Groups

These are the broadest way to classify your data and are controlled by the ACL (Access Control Levels). Data groups are always groups of accounts only.

Teams

These are groups of users who can be granted access to one or multiple data groups.

For example if you are a single brand organisation, with multiple marketing functions such as SEO, Retention & CRM, Brand, App, you may want to segregate users in teams on Clarisights and give them access to one or more data groups. You can also control the access to various data groups for external users in conjunction with access roles.

Note: If by default all users should have access to all the data then you may not need to create data groups at all

Report Segments

Report segments let you create groups of different channels with more granular filters. This lets you slice your data into smaller consumable data sources. Say for example your APAC SEM Team creates most of their reports using a set of few data sources

  • Google Ads

  • Bing

  • Yahoo APAC

  • Internal Budgets & Targets Sources

  • Other manual input costs

  • Conversions in Internal Attribution models

But not all the data in these channels are relevant for their reports - maybe they only look at performance of Search campaigns that are running in their region. You can create a report segment that includes those data sources but is filtered for

  • Marketing Channel is SEM

  • Region is APAC

Using these features you can easily manage the different sections of data and which users can access them, make report building more familiar with pre-defined report segments and also be able to quickly give access to various data sets to different sets of users. This is a view of how data groups, teams and report segments filter data that the users can access.

💡 NOTE: Regardless of the channels and accounts included in the report segments, the user will only be able to view the data that they have access to by virtue of the team (or teams) they are part of.

Some example structures that you can refer to

This framework you decide in the beginning does not need to be final and set in stone, as the organization evolves and marketing efforts converge in different ways, new data groups and report segments can be created.

Workspace members can be granted roles based on the different access requirements. Most users in the organization need access to only parts of the entire dataset and can be granted the Team Member role. Other members can have different access levels. You can read more on Access Levels here.

Did this answer your question?