Import Users
To automate the process of adding users to a site, you can create a CSV file that contains user information, and then import the file.
This topic is intended for site administrators and discusses how to import users to a particular site. For information on how to import users at the tenant level in Tableau Cloud Manager as a cloud administrator, see Manage Users With Tableau Cloud Manager.
Note: This topic contains the steps for importing, assuming that you have already created the CSV file. If you have not created the file yet, see CSV Import File Guidelines for a list of file format requirements and import options.
Add users from a CSV file
When you’re signed in to the Tableau Cloud site, select Users.
Click Add Users, and then click Import Users from File.
The options you have in the Import Users dialog box depend on how users sign in to the site.
If you haven't already created or enabled an authentication configuration on the site, skip to the next step.
If you've created or enabled an authentication configuration on the site, you can select one authentication method for the new users.
Select the authentication method if you have created and enabled Google, OIDC, SAML, or Salesforce authentication and want the imported users to sign in to Tableau Cloud through that external identity provider (IdP).
Select Tableau with MFA if you want these users to have the default username (email address) and password authentication.
For File name, click Browse, navigate to the CSV file, and click Open.
To see account-specific information, select View Details.
To continue, click Import Users, and then click Exit in the final dialog box.
If a user already exists in the Tableau Cloud site, and the import file defines a different site role for them, they will get the new site role as defined in the CSV file, even if it is more restrictive than their current site role. This includes existing site administrators.