How to add multiple users to Tableau integration ?
Category: OKRs
You can now add multiple user connections while integrating your Tableau account with Profit.co.
Why this feature?
Profit.co enables users to integrate tableau with their accounts and automate their key results progress. This feature allows you to add any number of users to tableau integration. Note: Only Superusers can add users and connect them to tableau via Settings.
Step 1
Navigate to Settings → Integrations → Connectors.
Step 2
In the Integrations page, click on the Manage button of Tableau.
To add users and connect them to Tableau click on the + Plus icon.
Step 3
Fill in the necessary details in the Connect to Tableau form.
Step 4
Here two connections are established.
Step 5
Once the connection is established, the users who have been given access to view these two connections, i.e Public view, can switch between the established connections and create key results.
Note : Tableau integration is possible only with Increase and decrease KPI.
Related Answer Post:
To learn how to set up Tableau integration using Username & Password, click here.
To learn how to set up Tableau integration using Access Token, click here.
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