Tableau Server User Permissions / Security
Permissions determine how users can interact with content such as workbooks and data sources.
Tableau Permissions
Tableau Permissions – self guided training page
Tableau Project Permissions – Overview of basic Tableau Permissions.
Set Permissions and Ownership
Extracts from Tableau documentation.
Tableau sites use projects to organize content and groups to organize users. Managing permissions is easier when permission rules are:
Set at the project level instead of on individual pieces of content.
Established for groups instead of individuals.
Permissions can only be established for users, groups, projects, or assets that already exist. For more information about creating users and groups, creating projects, and publishing content, see Manage Users and Groups, Use Projects to Manage Content Access , and Publish Data Sources and Workbooks(Link opens in a new window).
Permissions are made up of capabilities—the ability to perform actions like view content, web edit, download data sources, or delete content. Permission rules establish what capabilities are allowed or denied for a user or group on an asset.
Set permissions
Permission rules are set differently at the project level, at the content level, or when publishing content from Tableau Desktop.
– quotes from Permissions - Tableau
Related Pages
Tableau Permissions – self guided training page
https://www.dataself.com/docs/DataSelf_WebServer/WebServerPermissions/DataSelfWebServerPermissions.html – an overview of the Tableau OEM Server security settings for groups, projects and users. A older document prepared by DataSelf in 2017.
Related Tableau Pages
Manage Content Access - Tableau – manage who can access content on your site and set the permissions that govern content ownership.