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Assign Permission Sets to the Analytics Integration User
If your org uses Tableau CRM for Insurance, assign permission sets to the Analytics Integration User.
- From Setup, enter Users in the Quick Find box, and then select Users.
- Select the Analytics Integration User.
- Go to Permission Set Assignments and then click Edit Assignments.
- Select the Vlocity Insurance Analytics Integration and Insurance Industries Extension Analytics Integration permission sets.
- Click Add, then click Save.
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