What is a user perimeter?

Before granting access to your users, learn what a user perimeter is and discover how it defines data visibility within your account.

Table of contents

Understand user perimeters

Use user perimeters

Configure user perimeters

Best practices

Understand user perimeters

Overview of analysis perimeters

User perimeters (also called "analysis perimeters") determine the definition of the visible metadata that a user can access. From a functional perspective, they act as enforced display filters, applied by default to all data accessible on the platform.

In the SatisFactory platform, a perimeter is assigned to each user group so they can only view the data relevant to them according to their context (role, department, brand, region, etc.).

Therefore, for each new user created on the platform, it is necessary to assign the perimeter that best matches their role within the organization and their environment (area, brand, region, etc.).

Finally, beyond limiting the display of results on the platform to relevant metadata for each user group, defining perimeters also enables artificial intelligence features to adjust analyses and recommendations to the specific target context.

Detailed overview of analysis perimeters

While natively integrating analysis perimeter display restrictions into the interface, the platform also provides flexibility for customized configuration.

You therefore have the option, either independently or with SatisFactory support, to create specific user perimeters to perfectly align data visibility with each platform user’s operational field.

Use user perimeters

By ensuring secure and accurate access to your data, user perimeters are essential drivers to:

Ensure data confidentiality and segregation

• Maintain strict separation of results between different entities (stores, regions, countries) to comply with internal confidentiality policies
• Prevent unauthorized users from accessing competitor data or data outside their hierarchical responsibility
• Secure the distribution of sensitive information by applying enforced native filters based on responsibility level

Strengthen analysis relevance and operational steering

• Focus operational teams only on the data that concerns them
• Enable fair comparisons (benchmarking) by defining reference sets aligned with field reality
• Prevent misinterpretation or incorrect conclusions based on overly broad or out-of-context data aggregates
• Automatically contextualize displayed results so they reflect each team’s local reality

Optimize user experience and productivity

• Simplify navigation on the platform by removing the need for manual filtering at each login: the view is filtered by default
• Provide immediate performance visibility without unnecessary statistical noise

Align the platform with your organizational structure

• Deploy standard dashboards (identical for all users) that dynamically populate with the correct data for each user without individual configuration
• Facilitate internal mobility management: updating the user perimeter alone is sufficient when roles change, without complex reconfiguration
• Industrialize solution deployment across large networks by automating data assignment according to business rules

Configure user perimeters

Access analysis perimeter management

From the platform's administration center, you can create, modify, and delete the user perimeters of your account.

⚠️ The administration center is only accessible to users whose profile holds administrator privileges ("Manage").

To do this, from the platform's left sidebar, access the administration center by clicking on the "Administration" tab.

Then, in the administration center's left sidebar, expand the "Users and roles" section, then click on the "Perimeters" sub-section.

Manage analysis perimeters

Master the creation, modification, and deletion of user perimeters on your account by consulting our dedicated article: Manage user perimeters.

Best practices

Align user perimeters with your organizational structure

Instead of creating "custom" perimeters for each user, base your configuration on your company’s actual hierarchy (Head Office > Area Manager > Regional Manager > Store Manager > Sales Associate or Advisor). This ensures that data visibility remains logical, sustainable, and easy to maintain as your organization evolves.

Standardize perimeter naming conventions

Adopt a clear and structured naming convention (examples: "Zone - North", "Store - Manager Barcelona Mall", "Store - Sales Associate Warsaw Stand 3"). Explicit naming enables administrators to instantly identify perimeter granularity and geographic coverage without needing to open it.

Test data segregation before deployment

Data confidentiality is critical. Use the "Login As" feature to verify exactly what an end user sees within a perimeter. Ensure they can access only their own data and that default filters prevent any unauthorized access to sensitive or competitor information.

Anticipate network changes

Analysis perimeters are dynamic: store openings, closures, regional restructuring, etc. Integrate perimeter updates into your change management processes. An outdated perimeter can distort analyses and prevent users from accessing data relevant to their new assignment.

Define relevant comparison rules

Beyond user-specific data, consider which comparison (benchmark) data should be included within perimeters. Provide enough visibility for fair evaluation (national or regional averages) without overwhelming users or exposing detailed scores of other entities if not appropriate.

For further assistance or to report a specific issue, please contact our Support team.