Data democratization is powerful — but only when access is properly governed. With Role-Based Security & Governance in Tableau, Germino Tech ensures your sensitive data is protected, your users only see what they’re supposed to, and your organization stays aligned with internal policies and industry regulations.
We design and implement a secure, scalable access model in Tableau that gives every user the right visibility — no more, no less.
Define clear user groups (executives, managers, analysts, etc.) and assign appropriate permissions based on job functions and data needs.
Restrict data within dashboards based on the user’s role, department, geography, or other attributes — ensuring each user sees only their relevant slice.
Structure your Tableau environment using best practices for folder hierarchy, ownership, version control, and naming conventions.
Secure access to sensitive data sources, manage extract permissions, and prevent unauthorized edits or downloads.
Set up logging and usage reports to monitor who accessed what, when, and how — for governance and compliance purposes.
Connect Tableau to Active Directory, Okta, or other identity management systems for centralized user control and SSO authentication.
Germino Tech exists to make Salesforce simpler, smarter, and more useful — no matter the size of your company or the complexity of your setup. If you’re ready to make the most of your CRM, we’re ready to help.
