What you'll learn:
Isolate client-specific data for security within a shared workspace
Understand the difference between a flexible filter and a permanent filter that locks the view to a single value
Apply your custom 'client' dimension as a filter before generating a shareable link to guarantee a professional and private reporting experience
For a more streamlined practice, use multiple workspaces to separate your client data. Multiple workspaces are available on the following plans: Business and Enterprise. See our pricing page for more details.
For more information, read our Custom dimensions explained article.