Add Users to a Site

Everyone who needs to access Tableau Server—whether to browse, publish, edit content or administer the site—must be added as a user. Administrators have the following options for adding users:

Site administrator access to user management

By default site administrators can add and remove users on a site. On the site’s Settings page, server administrators can revoke that capability, so that only server administrators can manage the site’s users.

A site administrator can edit an existing local user account only if the administrator has access to all of the sites the user is a member of. For example, if User1 is a member of sites A and B, an administrator of only site B cannot edit User1’s full name or reset the password.

Note: When using local authentication, if a site administrator is able to add and remove users, they will be able to tell if a username is configured as a user on any site of Tableau Server

Add local users to a site

  1. Sign in to Tableau Server as an administrator, and if applicable select the site.

  2. Select Users. On the Users page, click Add Users, and then click New User.

  3. Enter a user name. With local authentication, using an email address for the user name is the best way to avoid user name collisions (for example, instead of lrodriguez).

    User names are not case sensitive. Characters not allowed in user names include the semi-colon (;) and colon (,).

    Also enter information in the following fields:

    • Display Name—Type a display name for the user (e.g., Laura Rodriguez).

    • Password—Type a password for the user.

    • Confirm password—Retype the password.

    • Email—This is optional and can be added at a later time in the user profile settings.

  4. Select a site role.

    For site role definitions, see Set Users’ Site Roles.

  5. Click Add User.

Add Active Directory users to a site

Before adding users to a site, be sure to review User Management in Deployments with External Identity Stores to understand how multiple domains, domain naming, NetBIOS, and Active Directory user name format influence Tableau user management.

  1. In a site, click Users, and then click Add Users, and then click Active Directory User.

  2. Enter one or more user names (separated by semicolons).

    For example, tdavis; jjohnson; hwilson

    If you are adding a user that is from the same Active Directory domain that the server is running on, you can type the AD user name without the domain. The server’s domain will be assumed.

    Note: Do not enter the user’s full name in this field; it can cause errors during the importing process.

  3. Select a site role.

    For site role definitions, see Set Users’ Site Roles.

  4. Click Import Users.

Remove local users

  1. Sign in to Tableau Server as an administrator, select the site, and open the Users page.

  2. Select the check boxes next to the users’ names, and on the Actions menu, select Remove.

    If a user is a member only of the current site, and they do not own any content, the user is removed from the server.

    If a user you remove from the current site is a member of other sites on the server, their status remains unchanged on those sites.

  • You can also Add Users to Tableau Server, without site affiliation.

  • Upgrading Tableau Server to version 2018.1 or later from a pre-2018.1 version, without activating user-based licenses, affects users who were assigned the Viewer site role in the pre-2018.1 server version.

    To learn more, see the section “User-based licenses” in the Licensing Overview and see Set Users’ Site Roles.

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