Add Remaining Users to Tableau Cloud
You are in the Tableau Cloud Manual Migration Guide.(Link opens in a new window) This guide describes how to manually migrate Tableau Server deployments with fewer than 100 users to Tableau Cloud.
Now that you've migrated over all the content and set up your projects, groups, and permissions, you can add the rest (or all) of your users.
As soon as you add users, they will be able to access content. Make sure to follow the procedures in Configure Permission and Content Access for Migrated Users before adding users.
We also recommend learning about user site roles before migrating to Tableau Cloud. See Set Users' Site Roles(Link opens in a new window).
You can add users manually as shown below. If you have a lot of users and want to batch-import them with a CSV file, see Import Users.
Add users manually
When you’re signed in to the Tableau Server site, select Users.
On the Users page, click Add Users, and then click Enter Email Addresses.
If Google or SAML authentication is not enabled on this site, skip to the next step.
If Google or SAML authentication is enabled on this site, you can select the authentication type for the new users.
Select Add users for [Google/SAML] authentication if you enabled your site for Google or SAML authentication and want the imported users to sign in to the site through an external identity provider.
Select Add users for Tableau authentication if you want these users to have the default email address and password authentication.
You can go to the Users page to change users’ authentication type any time after you add them.
Note: To work with Tableau Server by way of tabcmd, the Tableau Data Extract Utility, or the Tableau APIs, users must authenticate with a TableauID account.
In the Enter email addresses box, enter the users’ email addresses. If you add more than one user, separate each address with a semicolon.
For example, firstname.lastname@example.org; email@example.com; firstname.lastname@example.org
Select a site role from the drop-down list, to assign that site role to all users you’re adding.
For site role definitions, see Set Users’ Site Roles.
Click Add Users.
If a new user’s email address is already associated with an account on tableau.com, the user is prompted to sign in using the existing email address and password for that account.
If a new user’s email address is not already associated with an account on tableau.com, the user is prompted to provide a first and last name and password.
Until the user provides these values, their entry in the Tableau Server user list shows the email address preceded by a period. For example:
After the user signs in, the entry is updated to show the full name. For example:
This guide is organized according to a step-wise process for migrating to Tableau Cloud:
- Plan Your Migration
- Create and Configure a Tableau Cloud Site
- Migrate Virtual Connections
- Migrate Data Sources, Workbooks, and Prep Flows to Tableau Cloud
- Recreate Refresh Schedules for Tableau Cloud
- Configure Permission and Content Access for Migrated Users
- You are here: Add Users to Tableau Cloud
- End-User Migration Checklist