Manage Your Account Settings
In Tableau Server and Tableau Online, your Account Settings page lets you manage your credentials, email settings, and user interface options in one central place.
At the top of a page, click your profile image or initials, and then select My Account Settings.
To change your profile image, click the current image or initials on your account settings page.
When you access a workbook or data source that has a live connection to data and requires you to sign in, Tableau offers to save your password for you. If you accept, it stores your credentials in a cookie or an access token, depending on the data type. You can remove these credentials if you no longer use the data, or you have exceeded the maximum number of saved credentials and want to make room for a new one.
Under Saved Credentials, do either of the following:
Select the Delete link next to an individual access token.
Select Clear All Saved Credentials.
When you clear all credentials, the following items are removed from your user account:
Passwords you used to access published data sources or workbooks that connect to them.
Access tokens for OAuth data connections, such as to Google or Salesforce.com data.
Caution: Removing an access token is effectively like “changing the locks.” If the token is stored with workbooks or data sources you published, deleting the token also removes access to the data from those workbooks and data sources. If the token is embedded in an extract connection, and the extract is refreshed on a schedule, the refreshes will not be able to complete until you embed the new credentials or access token into the connection.
Manage multi-factor authentication verification methods
After Tableau with MFA(Link opens in a new window) has been enabled and you've register your verification method, you use your TableauID credentials and verification method each time you sign in to Tableau Online.
To add or remove verification methods, you can click the Manage My Verification Methods link to do the following:
- Add additional verification methods for backup purposes
- Delete existing verification methods if you no longer need them
For more information, see Manage verification methods(Link opens in a new window) in Tableau Online Help.
Create personal access tokens (PATs) to authenticate automated tasks with REST API. We recommend creating a token for each automation task that requires authentication. By creating multiple tokens in this way, managing many automated tasks is simplified in the event you need to remove a task. To remove a task immediately, you can just revoke the personal access token associated with the task.
Note: If multi-factor authentication (MFA) is enabled with Tableau authentication, PATs are required. You must use a PAT, instead of user name and password, to make a REST API sign in request to Tableau Online. For more information, see Tableau with MFA(Link opens in a new window) in Tableau Online Help.
Creating personal access token
This procedure requires you to copy a secret token to a file. The secret token is the string that you will include in your automation scripts and will be used to authenticate to Tableau Server. Treat the secret token as you would a password: protect the secret token and do not share it with others.
- Under Personal Access Tokens, enter a descriptive name for your token in the Token Name field, and then click Create new token.
- In the resulting window, click Copy to clipboard and then close the window.
- Paste the token secret to a file. Store the file in a safe location.
Revoking a personal access token
- Under Personal Access Tokens, identify the token name that you want to revoke.
- Click the Revoke link next to token name.
- In the resulting window, click Delete to revoke the token.
The first time you sign in to Tableau Server or Tableau Online from a Tableau client like Tableau Desktop or Tableau Mobile, a secure token is created is stored in your account. This token allows you to access the site directly, without having to sign in.
You can delete a connected client (token) if you no longer use it, or if you want to add a new client but get an error that says you're already using the maximum number of connected clients. After you remove a connected client from your account, you will need to provide your credentials the next time you access Tableau Server or Tableau Online from that client.
In the Connected clients section, next to the client you want to remove, select Delete.
Change notification settings
Notifications are messages that let you know when something happens to content you own, that is shared with you, or you are @mentioned on.
In the Notifications section, you can select the notification types that you want to receive. You can receive notifications as an email, on the Tableau site, or in your Slack workspace if your administrator has connected your site to Slack. The types of notifications you receive, such as data alerts, comment mentions, and share, depend on your site and server settings.
When you enable On Tableau, you can see notifications by clicking the bell icon in the upper right corner of your browse and can update your settings by clicking the gear icon.
Note: Recreate your notifications settings when upgrading from 2020.4 or earlier to 2021.1 and later. Older notifications settings are not automatically moved to the Notifications setting.
- Under Subscription time zone, select the time zone for schedules you create.
To modify subscriptions, click Subscriptions at the top of the page, and then select a workbook or view.
From the Actions drop-down menu, select Change Schedule, Change Subject, Change Empty View Mode, or Unsubscribe.
(The empty-view option sends subscription emails only when data exists in a view. It’s a good choice for high-priority alerts.)
To change the start page that appears when you sign in, navigate to the page you want, click your name in the upper right area of the page, and then click Make This My Start Page. Updates to your start page take effect the next time the page loads completely, or after you sign out, and then sign in again.
To return to the default start page, click your user name, and then click My Account Settings. In the start page section, click Reset to Default. (The URL for your current start page is displayed here too; click the link to go to the page.)
The Language setting determines the language you see for user interface options. Locale affects views, such as how numbers are formatted, or which currency is used.
Change the Language and Locale, and then click Save Changes. The language and locale update immediately.
If you use Tableau Server and want to select a language that isn't currently supported, contact your administrator.
If you own published data sources that contain extracts on a refresh schedule, you can receive email notification when the scheduled refresh does not complete successfully.
- Under Refresh Failure Notification, select the Send email when extract refreshes fail check box to opt in, or clear it to opt out.
The email contains the following information:
Extract or workbook name.
The last successful refresh time.
The number of consecutive times the refresh has failed.
After five consecutive failures, refreshes are suspended until you take an action to resolve the cause of the failure.
A suggested action to take to address the cause of the failure—such as updating embedded credentials or a path to the original data file—and a link to the server to take the action.
If the server is configured to use the internal user management system (Local Authentication) instead of Active Directory, you can change your display name. Select the display name text and enter the new display name, and then click Save Changes.
If the server is configured to use the internal user management system (Local Authentication) instead of Active Directory, you can change your password by clicking Change Password. Click Save Password to save your changes.
If you subscribe to views or receive data-driven alerts, the related email account appears on the Account Settings page. Enter the new email address in the Email text box, and then click Save Changes.
If your site is not set up for single sign-on, your Tableau Online display name and password are based on your TableauID account. Your TableauID allows access to Tableau Online, the Tableau website, the Customer Portal, and other resources.
If you forgot your password
To reset your password, go to https://online.tableau.com, click Forgot password, and enter the email address you use to sign in to Tableau Online. Then follow the instructions in the email you receive.
If you’re signed in to Tableau Online
Open your Account Settings page, and click Change Password.
This redirects you to the Tableau website.
If prompted, sign in using your Tableau Online credentials, and then select the Change Password link at the top.
In the fields provided, type your current and new passwords, confirm the new password, and click Change Password.
To change your display name, click Manage Account.
On the User Profile page, change your first or last name, update any other information that might be out of date, and click Update.
Note: When you change your display name or password, you're directed outside of Tableau Online to your TableauID account profile. You can also access your TableauID profile by navigating to the Tableau(Link opens in a new window) website and clicking Sign In.