Onboarding Actions

Onboarding actions facilitate admins to review user management-related settings and other basic settings in a one-page checklist. From this window, admins can configure and manage necessary settings such as adding or removing users, providing consent to applications, and enabling writeback/sync in a single click.

Select Onboarding Actions on the PowerTable console.

A pop-up opens showing the action, status, and description details of these configurations.

1. Manage Users

This option is for user management configuration where you can add/remove users and assign user roles. Clicking on Manage will navigate you to the user management page where you can manage users as explained in this section.

2. Consents

2.1. Power BI

This configuration permits Power BI to access your workspace, reports, and datasets. Enabling this also allows PowerTable to access the Power BI workspaces and reports that you have access to. Clicking Configure will provide the consent.

2.2. Organisation Groups

This setting lets PowerTable access the organization user list groups so that they can be added while commenting, setting approvers, etc.

3. Writeback/Sync

Click on Additional Settings to navigate to the settings page. These additional settings are explained in this section.