Site Settings Reference

As a Tableau administrator, you can customize a site for your organization using the settings below. The settings available to you depend on your site configuration and whether you use Tableau Online or Tableau Server. To view and edit site settings, you must be a Site Administrator on Tableau Online or Server Administrator on Tableau Server.

Note: To find a specific setting below, press Ctrl+F (Windows) or Command+F (macOS). Tableau Online and Tableau Server present these settings in a different order.

Accessing site settings

  • (Tableau Online) From the Home page, expand the side pane, and click Settings at bottom.

  • (Tableau Server) If you're editing an existing site, select it on the Sites page, and then select Edit Settings. Or, in a single-site deployment, click Settings at the bottom of the side pane.

General section

Setting Description
Site Name and ID (Tableau Server Administrators only) Specifies the site name seen in the user interface and the ID seen in the site URL. (If you are editing the Default site, you cannot change the ID.)

You can't change the “#/site” portion of the URL (for example, http://localhost/#/site/sales). In multi-site server environments, these segments appear in the URL for sites other than the Default site.

Storage (Tableau Server Administrators only) Select either Server Limit or GB, and for the latter enter the number of gigabytes you want as a limit for storage space for published workbooks, extracts, and other data sources.

If you set a server limit and the site exceeds it, publishers will be prevented from uploading new content until the site is under the limit again. Server administrators can track where the site is relative to its limit using the Max Storage and Storage Used columns on the Sites page.

Revision History (Tableau Server Administrators only) Specifies the number of previous versions of workbooks, flows, and data sources that are stored on the server.
Tableau Prep Conductor Controls whether users with appropriate permissions can schedule and monitor flows. Tableau Prep Conductor is part of the Tableau Data Management Add-on. For more information, see About Tableau Prep Conductor(Link opens in a new window).
Web Authoring Controls whether browser-based authoring is enabled for the site. When web authoring for workbooks is disabled, users can't create or edit published workbooks from the server web environment but instead must use Tableau Desktop to republish the workbook. When web authoring for flows is disabled, users can't create or edit published flows from the server web environment but instead must use Tableau Prep Builder to re-publish the flow.

For more information, see Set a Site’s Web Authoring Access and Functions(Link opens in a new window) in Tableau Online Help.

Managing Users (Tableau Server Administrators only) Determines whether only server administrators can add and remove users and change their site roles, or whether site administrators can too.

If you allow site administrators to manage users, specify how many users they can add to the site by selecting one of the following:

  • Server Limit adds the number of available server seat licenses. For a server with core-based licensing, there is no limit.
  • Site Limit lets site administrators add users up to a limit you specify.
  • Site Role Limit lets site administrators add users of each site role up to the license limit you specify for the site.

For more information, see View Server Licenses(Link opens in a new window).

Guest Access Lets people who lack a Tableau Server account see views that have guest access permissions.

Note: If you use Tableau Server, your administrator can disable Guest Access.

Tableau Catalog Turns off Catalog capabilities when Tableau Server or a Tableau Online site is licensed with the Data Management Add-on. For more information, see Disable Catalog(Link opens in a new window).
Workbook Performance after a Scheduled Refresh (Tableau Server Administrators only) Pre-computes recently viewed workbooks with scheduled refreshes to open them faster. For more information, see Configure Workbook Performance after a Scheduled Refresh(Link opens in a new window).
Workbook Performance Metrics (Tableau Server Administrators only) Lets site users collect metrics on how workbooks perform, such as how quickly they load To initiate recording, users must add a parameter to the workbook's URL. For more information, see Create a Performance Recording(Link opens in a new window).
Managed Keychain Clean Up Lets site administrators manage saved credential keychains for OAuth connections on the site. For more information, see OAuth Connections(Link opens in a new window).
Automatically Suspend Extract Refresh Tasks To save resources, Tableau can automatically suspend extract refresh tasks for inactive workbooks. This feature applies only to refresh schedules that run weekly or more often. For more information, see Automatically Suspend Extract Refreshes for Inactive Workbooks(Link opens in a new window) in Tableau Online Help.
Email Settings (Tableau Server Administrators only) Specifies the From address and message footer seen in automatic emails for alerts and subscriptions.
Site Invite Notification (Tableau Online only) For sites with single-sign-on authentication, sends an invite email when new users are added to the site.
Site Logo Specifies the image that appears with the site name.
Start Page Controls which site page appears when users sign in. By default, the Home page appears, but you can instead open All Projects, All Workbooks, or other pages. For more information, see Set the Default Start Page(Link opens in a new window) in Tableau Online Help.

Note: If you use Tableau Server, your administrator can override this site setting.

User Visibility Controls what user and group names are visible to other users. For more information, see Manage User Visibility(Link opens in a new window) in Tableau Online Help.
Availability of Ask Data Controls whether Ask Data is enabled or disabled by default for data sources. Ask Data lets users query data using conversational language and automatically see visualizations. For more information, see Automatically Build Views with Ask Data(Link opens in a new window) in Tableau user Help.
Automatic Access to Metadata about Databases and Tables Automatically grants users certain capabilities to external assets using derived permissions. For more information, see Turn off derived permissions(Link opens in a new window) in Tableau Online Help.
Sensitive Lineage Data Specifies whether sensitive lineage data should be obfuscated or filtered when users don’t have the appropriate permissions to related metadata. For more information, see Sensitive lineage data(Link opens in a new window).
Cross-Database Joins Determines where the join process happens when joining data from multiple sources. For more information, see Combine Tables from Different Databases(Link opens in a new window) in Tableau user Help.
Notifications for Extract Jobs and Flow Runs Sends email notifications to inform data source, flow, and workbook owners when there are updates to extract jobs or scheduled refreshes. Also sends encryption failure notices if the site encryption mode is set to Enable. For more information, see in Tableau Online Help and Enable Extract Refresh Scheduling and Failure Notification(Link opens in a new window) in Tableau Server Help.
Extract Encryption at Rest (Tableau Server Administrators only) Lets you encrypt .hyper extracts while they are stored on Tableau Server. Server administrators can enforce encryption of all extracts on their site or allow users to encrypt all extracts associated with particular published workbooks or data sources. For more information, see Extract Encryption at Rest(Link opens in a new window).
Tableau Mobile - Enable offline favorites (Tableau Server Administrators only) Controls whether offline previews of users’ favorite views are generated for display when users access the site on Tableau Mobile. For more information, see Manage Tableau Mobile Data on Devices(Link opens in a new window) in the Tableau Mobile Deployment Guide.
Tableau Mobile - Enable app lock (Appears under Authentication tab for Tableau Online) Requires a biometric method or device passcode for users to open the site on Tableau Mobile. For more information, see Enable App Lock for Added Security(Link opens in a new window) in the Tableau Mobile Deployment Guide.
Tableau Support Access (Tableau Online only) Allows Tableau Support technicians access to the site to help troubleshoot support cases. By default, this feature is disabled. For more information, see Enable Support Access(Link opens in a new window).
Sharing Allows users to share items directly with other users. When an item is shared, the recipients get a notification and the item is added to their Shared with Me page. If this is not enabled, users can only copy a link to share. For more information, see Share Web Content(Link opens in a new window) in Tableau user Help.
Comments Controls whether users can add remarks in a Comments side pane for each view and @mention other Tableau users to notify them via email. For more information, see Comment on Views(Link opens in a new window) in Tableau user Help.
Data-Driven Alerts Lets users automatically receive emails when data reaches key thresholds. For more information, see Send Data-Driven Alerts(Link opens in a new window) in Tableau user Help.
Subscriptions Lets site users subscribe to views and receive regular emails of them. On Tableau Server, these options are available only if you first configure subscription settings(Link opens in a new window).
Recommendations for Views Controls whether recommendations show on the site and whether the names of users who have looked at recommended items show on recommendation tooltips.

Note: If you use Tableau Server, your administrator can disable Recommendations.

Request Access Lets users send access requests to content or project owners. For more information, see Let Site Users Request Access to Content(Link opens in a new window) in Tableau Online Help.
Metrics Content Type Controls whether metrics are available on the site. When enabled, users can create metrics from views and metrics appear as a content type. When disabled, metrics won't appear on the site or continue to sync; however, you can re-enable the feature to bring back previously created metrics. For more information, see "Set Up for Metrics" in Tableau Online Help(Link opens in a new window) or Tableau Server Help(Link opens in a new window).
Web Page Objects Controls whether these dashboard objects can display target URLs. For more information, see Security for Web Page objects(Link opens in a new window) in Tableau user Help.
Site Time Zone for Extracts The default time zone for extract-based data sources in a site is Coordinated Universal Time (UTC). Site administrators can set a different time zone. For more information, see Set the Site Time Zone for Extracts(Link opens in a new window) in Tableau Online Help.
Extract Quota Limit Notifications Sends email alerts to all site administrators when extract refresh jobs are canceled because of extract job capacity issues.
Run Now Controls who can run jobs manually using the Run Now option from the web, Rest API, and Tabcmd. By default, this option is selected to allow users to run jobs manually. Clear the check box if only administrators should be allowed to run jobs manually.

Note: If you use Tableau Server, your administrator can disable this site setting.

Manage Notifications Controls how site users can receive notifications for events such as extract jobs, flow runs, or when another user shares content with them or mentions them in a comment. Notifications can be seen in their Tableau site via the notification center or sent by email. When a notification is enabled, users can configure their notification preferences on their Account Settings page.

Note: If you use Tableau Server, your server administrator can disable this site setting.

Authentication section (Tableau Online)

Setting Description
Authentication Types Specifies how users can sign in to the site, and how they access it after signing in the first time. Authentication verifies a user’s identity. For more information, see Authentication(Link opens in a new window).
Default Authentication Type for Embedded Views Specifies how users can sign in to embedded views. By default, Tableau authentication is selected.
Manage Users Lets you add new users to the site or change the site role and authentication method for existing users.
Automatic Provisioning and Group Synchronization (SCIM) Allows you to manage users on the site through a third-party identity provider (IdP). When enabled, the Base URL and Secret boxes are populated with values to use in the IdP SCIM configuration. For more information, see Automate User Provisioning and Group Synchronization through an External Identity Provider(Link opens in a new window).
Connected Clients Allows Tableau clients such as Tableau Mobile, Tableau Bridge, and others to stay authenticated to the server after a user provides sign-in credentials the first time. When turned off, users are required to sign in explicitly each time they visit Tableau Online. For more information, see Access Sites from Connected Clients(Link opens in a new window).
App Lock for Tableau Mobile Requires a biometric method or device passcode for users to open this site on Tableau Mobile. For more information, see Enable App Lock for Added Security(Link opens in a new window) in the Tableau Mobile Deployment Guide.

Bridge section (Tableau Online)

Setting Description
Client Not Running Notifications Sends email alerts to data source owners when a client appears to be disconnected from the site.
Allow Load Balancing (Pooling) Distributes live queries and refresh jobs across all clients in a pool. For more information, see Enable pooling(Link opens in a new window).

Extensions section

Setting Description
Dashboard Extensions Manage and control dashboard extensions. Dashboard extensions are web applications that run in custom dashboard zones and can interact with the rest of the dashboard. For more information, see "Manage Dashboard Extensions" in Tableau Online Help(Link opens in a new window) or Tableau Server Help(Link opens in a new window).
Analytics Extensions Enables a set of functions that your users can use to pass expressions to analytics extensions for integration with R and Python. For more information, see "Configure Connection with Analytics Extensions" in Tableau Online Help(Link opens in a new window) or Tableau Server Help(Link opens in a new window).
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