Measurement Roles and Responsibilities
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During the initial planning stage, Tableau Project Team Roles and Responsibilities were defined and assigned. Depending on the size of the organization and deployment, measurement and monitoring responsibilities may be split across different teams.
At a minimum, you must have a Tableau Server Administrator or a Tableau Cloud Site Administrator. If your organization is just getting started with Tableau or the deployment size is small, a single person can fulfill the monitoring and measurement responsibilities, as well as the tasks to run the day-to-day operations of content organization, permissions, and user and group management. In larger deployments, these roles typically focus on technical platform and Tableau Server or Tableau Cloud application monitoring only. For more information, see Monitoring Roles and Responsibilities.
When you begin to scale Tableau more broadly, it will be necessary to delegate the responsibility for measuring content utilization, user engagement, adoption to other users who will have a better understanding of business goals, key metrics, and expected traffic and behaviors for their respective areas. The Tableau Site Administrator and Project Leader roles have scoped administrative responsibilities. Site Administrators are scoped to the Tableau Server site level or Tableau Cloud site level, while Project Leaders are scoped to projects.
Tableau Site Administrator
When sites are required to isolate a subset of users, groups, and content in Tableau Server, Tableau Server Site Administrators use default and custom site-level administrative views to measure content and data source traffic, content performance and size, job status, direct and indirect user engagement, and other behaviors such as login frequency and days since last login.
In Tableau Cloud, Site Administrators are the highest administrator role. Tableau Cloud Site Administrators use default administrative site-level views and Tableau Cloud Admin Insights to measure content and data source traffic, content performance and size, job status, direct and indirect user engagement, and other behaviors such as login frequency and days since last login.
|The Project Leader setting provides a way to allow multiple users access to a project, its child projects, and all workbooks and data sources in those projects. A project leader does not have to be a project owner or administrator. Project Leaders will use content created from Tableau Server Insights or Tableau Cloud Insights to measure content utilization and user engagement for their respective projects.