Data Source Assignment

Why should I assign data sources for each partner? What does this feature do?

Delphine Le Person avatar
Written by Delphine Le Person
Updated over a week ago

Overview

Within Reveal, you have the ability to connect your data source, and then select which of your existing partners on Reveal can see which information from that specific data source. This enables you to have complete control over your data, and also enables the connection of multiple data sources to be assigned to different partners for maximum Information security on Reveal.


How do I assign Data Sources to my Partners?

When you connect your data source and establish your Status Rules on Reveal, you can select which partners you would like to grant access to data from your data source by selecting the "Assignment" tab at the top of the Data Source Window:
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Once you have selected which partners you'd like to share this data source with, click "Save" in the bottom right corner.

When a data source is assigned to a partner or multiple partners, only selected partners will be able to view information from that data source.

Use Cases

This particular feature is very useful for users who have multiple data sources and multiple partners, as well as for users looking to upload a CSV file to share with one particular partner but not others.
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Data source assignment is the first line of protection of your data, and ensures that the user knows exactly what is being shared and with whom.
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