The Cloud Kicks global sales teams are distributed across regions. Sales leadership wants to give access to dashboards based on region. For example, users within the region should have access to regional dashboards, while the leadership team should have access to global dashboards.
What should the consultant recommend to meet this requirement?
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A. B. C. D.D
To meet the requirement of providing access to dashboards based on regions for the Cloud Kicks global sales teams, the consultant should recommend option C: Create region-based sales groups, one leadership group, and one Dashboard folder with View access.
Here's a detailed explanation of why option C is the correct recommendation:
Creating region-based sales groups: This step involves creating separate sales groups for each region. These groups should be defined based on the specific regions where the sales teams are distributed. For example, there could be groups like "North America Sales Group," "Europe Sales Group," "Asia-Pacific Sales Group," and so on. By creating region-based sales groups, you can ensure that users within each region are grouped together.
Creating a leadership group: In addition to the region-based sales groups, it's necessary to create a separate leadership group. This group should include members of the sales leadership team who need access to the global dashboards. The leadership group ensures that relevant individuals at the management level have access to the necessary information.
Creating a Dashboard folder with View access: Once the sales groups and leadership group are established, a Dashboard folder should be created. This folder will contain the dashboards that are accessible to the respective teams. It is important to grant View access to the sales groups based on their regions. This means that users within a particular region will be able to view the dashboards specific to their region. Additionally, the leadership group should also have View access to the global dashboards.
By following these steps, the consultant ensures that each regional sales team has access to their specific regional dashboards, while the leadership team has access to the global dashboards. This approach allows for targeted access control based on regions and ensures that the right users can access the relevant information without unnecessary access to unrelated dashboards.
Option A, creating one Dashboard folder for all regions for sales and leadership teams with View access, would not provide the necessary granularity for region-specific dashboards. It would result in all users having access to all regional dashboards, which may not align with the requirement.
Option B, creating Dashboard folders for each regional sales team and one Dashboard folder for the leadership team, would lead to a fragmented structure with multiple folders. It may become difficult to manage and maintain the dashboards, especially if there are changes in the regions or sales teams.
Option D, creating one Dashboard folder for all regional sales teams and one Dashboard folder for the leadership team, is similar to option B and suffers from the same drawbacks. It lacks the ability to provide fine-grained access control based on regions.
Therefore, option C is the most appropriate recommendation as it allows for clear separation of region-based access while providing the necessary global dashboard access to the leadership team.