Both settings live on the Settings tab of the dashboard builder. Row security can also be set on a table's Share sheet, so it applies everywhere that table is used.
Row security
Row security decides which rows each person sees. It is enforced on every chart, KPI, See rows, export, scheduled report, and viewer link — and it narrows every viewer link further.
A policy has:
- Name
- Applies to — A person, A team, or Everyone (except admins)
- Rows they see — one or more conditions (column, operator, value). All conditions must hold. Values can use
{{user.email}},{{user.id}},{{user.name}}, and{{user.emailDomain}}to match the person who is reading, and list values are separated by commas. - Status — enforced or not
Use Add policy to create one and Preview as to check what a particular member would see before you save.
On a table, the Share table sheet also lets you choose who can see the table at all (Everyone in the team space or Only people you choose) and restrict individual columns to named people and teams.
Version history
Every save is kept as a version — up to the last 100. Open Version history in Settings and pick a version to see what changed: panels, filters, and views Added, Removed, or Changed. Switch between Changes in this version and Compared with now, then click Restore this version to bring it back. Restoring is itself saved as a new version, so you can always undo it.