To show you how easy it is to govern your analytics, let’s walk through an example.
Say you want to create a place for people in various departments (sales, human resources, and IT) to view and share analytics. And each department needs to have different levels of access to the underlying data.
You can easily create this environment in Tableau Online using groups.
First, sign in to Tableau Online, then navigate to “groups.”
Click “new group” and enter a name for the group. In this case, you’ll need groups for sales, human resources, and IT.
Now you can easily manage individual users.
Add users by clicking on the group name. Select “add users,” and search for the people you want to add. Users can be a part of multiple groups.
Let’s say you are an administrator and have created a project called “Sales HR Info.”
You want human resources to be able to add, edit, and view the project. And you want sales to only be able to see the project. But you don’t want IT to be able to interact with the project at all as it doesn’t pertain to them.
Hover over the project, click the top-right corner of the box, then select “permissions.”
Next, select “add a user or group rule.” Search for and add “human resources.” Then give the group publisher privilege for the project and editor permission for workbooks and data sources.
Follow the same process to add in your remaining groups. You can even verify the permissions by clicking the arrows next to each section.
Now you can rest easy, knowing your permissions will safely govern how people interact with analytics on this site.