> For the complete documentation index, see [llms.txt](https://docs.infotopics.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.infotopics.com/trulyp/tableau-sync.md).

# Sync members & teams

Synchronize Tableau users and groups from Tableau Server or Tableau Cloud with Trulyp. Users and Groups that are created in Trulyp will not be impacted. Users and Groups will be synced and automatically deleted if they are no longer present on your Tableau Server.

<figure><img src="https://2312557015-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbWxEBax8PKTjFYRLWgi%2Fuploads%2FV9fA9A8R2gfWo63PuSiv%2Fimage.png?alt=media&amp;token=293e0563-c2d8-41a7-9533-c4babd503d16" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Every (new) user who is not yet present in Trulyp will only get access to the WriteBackExtreme extension by default. When a user should also do tasks within Trulyp, they or the group they are in need to have roles assigned by an administrator.
{% endhint %}

### Support for multiple Tableau Servers/cloud

When a user exists across multiple environments, they are represented as a single user within Trulyp. Additionally, any groups that share the same name across environments will be prefixed with the respective site name to ensure uniqueness.

### Connect with Tableau

<figure><img src="https://2312557015-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbWxEBax8PKTjFYRLWgi%2Fuploads%2FWmwSP1RW8hHOA1cKIQF4%2Fimage.png?alt=media&amp;token=c658c448-e92c-4903-b209-aa66c8232521" alt=""><figcaption></figcaption></figure>

To get started, press the "New" button under Tableau authentication.

Choose your online region, and then fill in the name of your site, for example "trulypcompany".

**Example:**\
If your full Tableau Cloud URL is:\
`https://dub01.online.tableau.com/#/site/infotopicsappsfortableau`\
Then you should enter:`infotopicsappsfortableau` in the site name input field.

<figure><img src="https://2312557015-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbWxEBax8PKTjFYRLWgi%2Fuploads%2Fp53pChll2Lv4rKSiVq0Y%2Fimage.png?alt=media&amp;token=8fbb5cdb-c826-4590-b131-689855579e02" alt=""><figcaption></figcaption></figure>

Fill in what Tableau API version you would like to use, and how you want to authenticate. We recommend using a Personal Access Token. Make sure you are using a PAT from a Tableau Server administrator account. To find more about how to get tokens, visit: <https://help.tableau.com/current/server/en-us/security_personal_access_tokens.htm>

{% hint style="info" %}
**Personal Access Tokens** will expire if they are not utilized for **15 consecutive days**. If they are regularly used more frequently than every 15 days, an access token will expire after 1 year, and needs to be replaced with a newly created one.
{% endhint %}

After you have filled in your information, press "Test authentication". If the test succeeds, press "save" to save the tableau connection.

### Sync teams and members.

<figure><img src="https://2312557015-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbWxEBax8PKTjFYRLWgi%2Fuploads%2F0AFibSMjeUzlKhwzZT5q%2Fimage.png?alt=media&amp;token=a39eb033-f9de-4821-88b5-d14baa7142fb" alt=""><figcaption></figcaption></figure>

You can now sync groups and users into Trulyp. Select all the groups you want to sync, press **save**, and then press **sync groups**. The groups and users will now show up under **Settings - Teams** and **Settings - Members.** If you want all users from a team to have the same role, for example, **Analytics creator**, you can change the team permissions under the [Teams](/trulyp/members-teams-and-roles/teams.md) page:

<figure><img src="https://2312557015-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbWxEBax8PKTjFYRLWgi%2Fuploads%2Fz23G9nEPn6ctFkrWxoIH%2Fimage.png?alt=media&amp;token=db5a7d29-5e23-49ca-ba68-0e414d76abd9" alt=""><figcaption></figcaption></figure>

### Schedule sync

It's possible to have Trulyp automatically sync teams and members on a schedule, so that the teams and users stay up to date. To enable, just select which days of the week and on which interval you want to sync them.

<figure><img src="https://2312557015-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbWxEBax8PKTjFYRLWgi%2Fuploads%2FbgKi1thiq9HOKw5BiLmt%2Fimage.png?alt=media&amp;token=05fd75b0-4faf-4e9a-a032-2bbfb7cbe90d" alt=""><figcaption></figcaption></figure>


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