Scopes

What is a scope?

A scope is a filter which applies to a collection and all its segments.

It is useful in that it can be used to control what data is available to users. More specifically, scopes can be set up to filter data dynamically on the current user.

This features requires a Business plan or higher. However, they're free to try in non-production environments.

How to set up a scope

To access the scope management page for a given collection, you'll need to go to that collection's settings page using the Layout editor mode.

Once on the Scopes tab (1), you can set up your filter (2) and save (3). In the above screenshot, only customers with an email ending with @forestadmin.com will be displayed in the collection and all of its segments. All other customers won't be accessible.

Using a dynamic scope

Imagine a situation where you have several Operations teams each specialized in a specific country's operations:

  • France team handles customers from France

  • Germany team handles customers from Germany

  • ...

If you set up the following scope...

...then Marc who belongs to the France team will only see customers from France. However, Louis who belongs to the Germany team will only see customers from Germany.

After the scope has been set up

Dynamic variables

In the example above, we used the team name to filter out what the user sees: $currentUser.team.name

Here the exhaustive list of available dynamic variables:

Syntax

Result

$currentUser.id

The id of the current user

$currentUser.firstName

The first name of the current user

$currentUser.lastName

The last name of the current user

$currentUser.fullName

The full name of the current user

$currentUser.email

The email of the current user

$currentUser.team.id

The id of the team of the current user

$currentUser.team.name

the name of the team of the current user