Tailored Solutions
We believe that every business is unique, which is why we offer customizable CRM solutions tailored to meet your specific needs and objectives. Whether you're a small startup or a large enterprise, we have the tools and expertise to help you succeed.
User-Friendly Interface
Our intuitive interface makes it easy for your team to navigate and utilize our CRM platform effectively. With minimal training required, you can hit the ground running and start seeing results in no time.
Seamless Integration
Xglobe CRM seamlessly integrates with your existing systems and software, allowing for smooth data migration and enhanced collaboration across departments. Say goodbye to siloed information and hello to a unified view of your customer data.
Advanced Analytics
Gain valuable insights into your customer behavior and trends with our advanced analytics tools. From sales forecasts to customer segmentation, our robust reporting capabilities empower you to make data-driven decisions that drive business success.
Exceptional Support
At Xglobe CRM, we're committed to providing exceptional customer support every step of the way. Our dedicated team of experts is here to assist you with implementation, training, and ongoing support, ensuring that you get the most out of our CRM solutions.
Permissions
1. Data sandboxes are exclusively available on Pro and Enterprise plans (both self-hosted and on Metabase Cloud).
2. Data sandboxes empower you to grant precise permissions to rows and columns for distinct groups, ensuring controlled access to sensitive information.
3. Imagine having an Accounts table containing customer details. With Xglobe's data sandboxing feature, you can effortlessly tailor dashboards for different teams. For instance, the Customer Success team can access account emails while other teams cannot, all within the same dashboard.
4. Furthermore, if you offer self-service analytics to your customers, data sandboxes ensure each customer can only view data relevant to them based on their customer ID.
5. In essence, data sandboxes enable users to interact with data in Metabase without encountering any sensitive or irrelevant information.
Ready to dive in? Explore our Data Sandbox examples to get started.
How Data Sandboxes Work
Data sandboxes function by presenting a filtered version of a table to specific groups. It includes:
- The filtered version of a table replacing the original table across Metabase.
- The designated group of users authorized to access the filtered table.
Types of Data Sandboxes
1. Basic Sandbox (Filter by a Column in the Table)
2. Custom Sandbox (Use a Saved SQL Question)
Limitations
Ensure seamless sandboxing by considering the following limitations:
- Groups with native query permissions cannot be sandboxed.
- SQL questions and non-SQL databases cannot be sandboxed.
Prerequisites for Basic Sandboxes
- Define user attributes for each person in the group.
- Basic sandboxes display filtered tables based on user attributes.
Prerequisites for Custom Sandboxes
- Define a group for the advanced data sandbox.
- Utilize an admin-only collection for saved SQL questions.
Prerequisites for Basic Sandboxes
- Define user attributes for each person in the group.
- Basic sandboxes display filtered tables based on user attributes.
Preventing Permissions Conflicts
- Mitigate conflicts arising from multiple data sandboxes or saved SQL questions.
Public Sharing
- Data sandbox permissions do not apply to public questions or dashboards. Disable public sharing to safeguard sensitive data.
Explore our documentation for comprehensive guidance on data sandboxing and other features.
Stay Connected with Xglobe
Contact Us Today
Unleash the power of smooth business operations. Get in touch with us today to enhance your enterprise with our tailored solutions.
3856 S Washington Blvd Ogden, UT 84403
(801) 332-9527
Support@xglobe.us