Tableau Server & Tableau Cloud Permissions: Part 1 Tableau Tutorial for Beginners

Permissions determine how users can interact with content such as workbooks and data sources. Permissions are set in the permission dialog or via the REST API. In this video, I go through the fundamentals of how the permissions model works and kick off the first of many videos going into detail relating to permission on Tableau Server and Tableau Online.

0:00 Intro
1:15 Tableau Role definitions
3:38 Tableau Content definitions
6:53 Applying permissions
7:37 The Tableau permissions dialog
14:06 How Tableau evaluates permissions
17:57 Denied vs None in permissions
24:50 How permissions look like for other types of content
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[ashfaqshaik]

Your the Ocean interms of Tableau Knowledge..
You deserve millions of subscribers.
I appreciate your work
Keep spreading your thoughts and knowledge
Thank you

[rjjxt]

This is one of the most informative videos on the topic of tableau server.

[matthewwroblewski]

Helpful. Thanks, TIm! My server admin will appreciate not having to field as many of my permission-related questions now!

[alainponroy]

Thank you Tim, this video is really worth watching 😀

[snakeboy]

I remember when my company first got Tableau server and the first thing I did was set all users to deny lol becuse I thaught I was doing it at the workbook level. Great vid!

[benjaminday]

Nice work Tim, awesome to see the first of many Server tutorials thanks.

Would be great if you could cover pros/cons of published data sources vs extracts, and the impact of embedded credentials on these. Your insight would help figure out best use cases for this kind of decision especially with the recent introduction of the 'data freshness' checks.

[sipwhitemocha]

Thank you very much for the insight.

What webcam did you use? The quality of your video is simply amazing

[abrahamgarcia]

Excellent explanation, I finally understood how permissions work together, is there a part II?

[danniliu]

Thanks Tim for this video, really helpful! I was wondering, what application are you using to annotate on your screen?

[nictartaglia]

Tim. Wonderful job as always. I think you should include some discussion about best practices when it comes to user groups and permissions. (As in avoiding individual user permissions as much as possible). Also covering some common scenarios where one might need to customize the permission templates versus apply out of the box. Personally if I was making a video on tableau server permissions I would first layout a ‘mock’ organization then have fake users defined on server who represent each of the organization roles and responsibilities and in combinations with the site roles. It would be quite a bit of set up ( and probably best modeled after a real life scenario) but would be the best way to explain stuff. Hard topic. Thanks for taking it on. Let me know if I can help!

[MicahRichins]

Hey Tim, great video. Is there a part 2 to this series?

[maverick]

Hey Time, nice work.

Could you please make one tutorial on TableaU Server minor/major upgrades, Thanks.

[ArnauViaM]

Hi Tim! Thank you for the video. Is there any way to share dashboards with customers? I can’t obviously force customers to buy a viewer license (neither can I pay for it since it would render my business unprofitable) Thank you

[marthamariaomeany]

Hi Tim, I’d like to see your input on how to use various groups on project level permissions. I have creators, decision makers, and viewers who need to view most of the items within the project level. The ‘decision makers’ also are viewers but would decide what specific views the other “viewer” group would gain access too. Creators should see all including data sources, decision makers should see all views/workbooks, and viewers should see some views.

Hopefully that is a good scenario.

Best,

[dilliek]

@TableauTim, how come your name appears both as a site Admin and a viewer? Did you use the same credentials to apply the permission. What the best advice would you give to test these permissions? Thanks for the informative vids. I'm looking fwd to part two. Unrelated though, how do you customize the logo in Tableau Online?

[siddharthchoudhary]

Hi Tim, I have given all required permissions to a certain group in my Organization. The workbook link opens for them but the data does not load. Can you give a fix on this. We are working in the same region India. I also tried copying permissions from another Group and matched it, yet it doesn't load the data.

[devendraprasad]

Hi I m Devendra my tsm is running but I m not able to loing server page