You have integrated Google Business Profile with Skeepers by following the steps in the article Connect Google Business Profile to Skeepers, and now you want to limit the view of reviews from a dashboard ?
This article will help you to restrict access to reviews for each recipient on your dashboard, allowing them to reply only to the reviews they are allowed to.
Accessibility
- The Google Business Profile feature is open to everyone upon request to Skeepers Support to activate account permissions
Requirements
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To have the appropriate account permissions and user rights activated for Google Business Profile
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Be or sollicitate an administrator who have the "Account settings" right
- Have integrated Google Business Profile with your Skeepers platform by following the procedure described in our article "Connect Google Business Profile to Skeepers"
Create user properties from the Settings tab
User properties will allow you to add information elements to your recipients. These information elements will be used to :
- Share dashboards to the right recipients
- Limit access to dashboards to the respective scopes of each recipient
From the Settings tab located in the left-hand sidebar, go to the "General" section, click on "Properties" and then on "Users".
Add a new property by clicking on the "Add a new property" button.
You can name it, add a label and description (optional) then save. In our example, we name this property "Dashboard".
You can allow or disallow multiple values by checking "Yes" in the "Multiple" line.
Once a property is created, a new line is added to recipient's profile, so that you can put a value.
Do not forget to activate multiple values when creating the property, if you want to be able to add multiple values.
You can add other properties that will serve as filters when sending the dashboard.
In particular, you can add the "location_id" or "location_address" property to filter the display of a dashboard's reviews according to each recipient's "location_id" or "location_address".
If you would like to learn more about user properties, please refer to our dedicated documentation.
Now that all your recipients are restricted to specific data, in our case "dashboard 1" and "dashboard 2", you can move on to the next step.
Create and set up the dashboard distribution via email
In this section, we detail how to share a dashboard via email. We offer other types of sharing options as well, so feel free to check out our article on this topic.
In the Google dashboard pinned to your homepage (which we helped you set up), click on the "Share" icon at the top right.
Activate the sharing button then, choose Via email.
Create a distribution
Indicate the information below then click the "Next" button :
- Name of distribution
- Number of days this distribution will be accessible (maximum 365 days ; After this period, you will have to reset the distribution)
- Email subject
- Email content
Indicate to whom this dashboard will be shared
In the drop-down list, choose "A user/recipient of my account" then choose the property that will be used as a filter. In our example "Dashboard".
In our example, only recipients who have a "Dashboard 1" property will receive Dashboard 1.
You can cumulate rules and use the "Different from" operator if needed.
On the next page, you can choose to share the entire dashboard.
Or, you can apply certain specific filters.
To do this, do not forget to first add filters to your dashboard by clicking on the filter pictogram at the top left. Find out more here : Create a filter in a dashboard.
You can now filter on a user property so that each recipient of this dashboard, can only read the reviews that interest them.
Finally, click the "save" button.
Your dashboard sharing is now correctly configured !
If you have any questions, do not hesitate to contact our Customer Care team.
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