Create a Group and Add Users to It

As a site admin, you can organize Tableau Cloud users into groups to make it easier to manage multiple users. Groups can also be used by users (such as site admins, project owners, and content owners) to apply permission rules for Tableau content.

Users can belong to multiple groups.

Create a group

1. On a site, click Groups, and then click New Group.

2. Type a name for the group.

   

3. Optionally, do one or both of the following:

   1. If your site is licensed with Embedded Analytics usage-based model, select the Allow on-demand access check box to enable the on-demand access capability for embedding workflows.

      For more information, see one of the following: On-demand access using connected apps with direct trust(Link opens in a new window) or On-demand access using connected apps with OAuth 2.0 trust(Link opens in a new window).

   2. Select Grant role on sign in and select a minimum site role for the group. For more information, see Grant License on Sign In.

4. Click Create.

Note: Every user (excluding users with on-demand access) added to a Tableau Cloud site becomes a member of the All Users group automatically. The All Users group exists in every site by default. You cannot delete this group, but you can set permissions for it.

Add users to a group (Users page)

On a site, click Users.

Select the users you want to add to the group, and then select Actions > Group Membership.



Select the groups and then click Save.

Add users to a group (Groups page)

From the left navigation pane, click Groups, and then click the name of the group.

On the Group's page, click Add Users.



Select the users to be added, and then click Add Users.