Hi all,
I’m currently exploring Frappe Insights.
As an admin, I’m able to create workbooks and charts that use queries to visualize all data in the system — which works as expected.
Now, I’d like to restrict data visibility based on the logged-in user. Specifically:
- If I share a workbook with a specific user (non-admin),
- That user should only see data related to their own account, not the entire dataset.
Is this possible in Frappe Insights?
If yes:
- How can I dynamically filter the query results in the workbook based on the logged-in user?
- Is there a built-in placeholder like
{{ user }}
or a recommended way to accessfrappe.session.user
in Insights queries? - Any best practices for building multi-user dashboards in a secure way?
Thanks in advance for your guidance!