Setting Permissions

Whether you can see and interact with the views, workbooks, and projects on Tableau Server is controlled by both your license level (specified by an administrator) and the permissions set by the author of the view.

 

You can change the permissions for views and workbooks if you have an Interactor license level and at least one of the following is true:

 

 

To set permissions for workbooks and views:

  1. Click the Actions link at the top of a list of views or workbooks.

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  2. Select one or more views or workbooks in the list.

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  3. Select Permissions on the toolbar at the top of the list.

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  4. Click Add/Edit link at the bottom of the permissions list to add permissions that apply to the workbook.

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  5. Select who you want to set permissions for. You can select an entire group or an individual user. Use the radio buttons along the top to filter the list to show only Users, Groups, or Both.

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  6. Select the capabilities that you would like to Allow or Deny. If you leave the permission set to Inherited, the user or group's access to the view will be inherited by the group or project permissions. To make it easy, you can select a pre-defined set of common capabilities called Roles. You can assign one of the following roles:

    Viewer

    See the workbook on the server, add and view comments, and export the view as an image or export the data.

    Interactor

    See and interact with the views (filter, comment, export, etc.)

    Editor

    See, interact with, manage, and republish views.

     

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  7. When finished, click OK.

 

Note: When you set permissions on a workbook or project, the permissions are not automatically inherited by its contained objects. To assign the permissions to each of the objects contained in a workbook or project click the Assign Permissions to Contents link.

 

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Current Permissions

At any time, you can see the a user's permissions for a particular view, workbook, or project. Additionally, you can see the specific capabilities allowed to a user. Select a user on the Check Permissions for drop-down list. Click on a specific capability to see more details.

 

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