To set custom capabilities or assign a role explicitly, select an existing user or group and click Edit, or click Add. In the popup that appears, do one of the following: Next to the summary that indicates the current settings, click Edit. If necessary, you or your administrator can update permissions on the server afterward, where you have a more comprehensive view into the effects of your changes. Publish quickly by accepting the default permissions settings In addition to the potential conflicts described earlier, unique permissions on some content requires extra maintenance to keep track of which content has exceptions, and which exceptions are applied. Know the consequences of setting explicit permissions And be aware, even if you set permissions during publishing, the person who manages permissions on the server might change these settings afterward. If you work in such an environment, you will not be able to set unique permissions for your content. It’s common (and recommended) practice for an administrator to lock permissions to the project. Tips for deciding whether to set permissions on contentĬonsult with your Tableau administrator to learn the guidelines for your organization. Depending on your environment, this might be as you intend, or it might conflict with the guidelines your administrator has set and have unintended consequences. This means changes to the permission rules for the project will not impact your content. When you change permissions in the publishing dialog box, you are setting unique permission rules for the content you’re publishing. By default, the content you publish follows the permission rules of project you are publishing to. When you start the publishing process, the dialog box shows the permissions that will be applied. About setting permissions during publishing But if you are publishing content into a customizable project and there is a reason your content should have unique permissions, you can set permission rules during publishing. If you are publishing to a locked project (Link opens in a new window), you won’t be able to modify the permissions. When possible, it is best to use the default permission rules for the project where you are publishing your content.

For information, see Set Credentials for Accessing Your Published Data. Accessing some data types requires signing in using a database name and password or embedding database credentials into the connection. Note that permissions are different than access to the data source. For example, who can interact with views in a workbook, download a copy of a data source, and so on. Permissions allow or deny other users access to published content on Tableau Server or Tableau Online. As the publisher of a workbook or data source, you may be able to set permissions as part of the publishing process.

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