NakodaX

Data Protection/One view per partner

Every partner gets their own view.

Set up a view for each vendor, partner or customer. They receive the data made for them and never see anyone else's.

How a view works.

A view is the part of your data that one partner receives: the columns and rows you choose for them. Each vendor, partner or customer gets their own, set up once and used on every delivery, so nobody sees what was meant for someone else.

Make a view

Name it after the partner or the job, then choose the columns they should get.

One source can feed as many views as you have partners.

Add the people who get it

Invite a vendor, partner or customer to a view. Two partners on the same view receive the same data.

Change one, leave the rest

Edit a view or switch a partner off. Everyone else carries on as before.

Every delivery follows it

The next delivery is made to the view, so nobody cuts a file by hand again.

Who uses it.

  • Heads of data sending a weekly feed to several partners

    One feed goes out, and each partner receives the cut made for them.

  • Platform teams serving agencies, vendors and customers

    Everyone is served from the same source, each with their own view of it.

  • Finance teams sharing with lenders, reinsurers and bureaus

    Each one sees only their part.

One view per partner questions

Can two partners share a view?
Yes. Partners on the same view receive the same data. Give each their own view when they should see different things.
Does a partner see what other partners get?
No. Each partner only ever sees their own view.
How long does a first view take to set up?
Minutes. Pick your source, choose the columns, add the partner, and the next delivery follows it.

Send the data. Keep the control.

Tell us about your data and your partners. We will show you how it would work. Already a customer? Sign in to your console.