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How to Configure Data Access for Sub-Brands & Teams

Updated on Apr 6, 2026

Why This Matters

When sharing data with sub-clients (sub-brands, departments, or teams), you need to decide how much access they should have. There's no one-size-fits-all solution — it depends on your specific needs.

Available Configuration Patterns:

Pattern In Short
A Full access — sub-client works independently with raw data
B Admin-controlled — admin manages extracts, sub-client uses the data
C Final results only — sub-client sees only transformed output
D Dashboard edit — sub-client can customize dashboards
E1 Dashboard filters — view-only with filters in shared workspace
E2 Model filters — view-only with isolated data models

Find Your Pattern

Answer a few quick questions below to determine which configuration works best for your situation.

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