KNOWLEDGE BASE

Manage Users in the Customer Portal


Published: 02 Feb 2017
Last Modified Date: 17 Jul 2017

Answer

Note: You must have the Customer Portal Administrator role to manage users in the Portal.  See Additional Information for more information about Customer Portal user roles. 

Add a user and set permissions

  1. Go to the Customer Portal and sign in with your Tableau username and password.
  2. On the Customer Portal home page, click My Account to go to the Account overview page.
    User-added image
  3. From the Account overview page, click Add User.
    User-added image
  4. Type the user's first name, last name, and email address. 
  5. Select the role and permissions you want to assign to the user. For role and permission descriptions, see Additional Information. 
  6. When you are finished, click Create User.
    User-added image

Edit a user

  1. From the Account overview page, click the Edit link next to the user whose role you want to change.
    User-added image
  2. Select the user’s role or add or remove Case Administrator permission, and then click Save.

 

Additional Information

Your Tableau Customer Portal user role and permissions define what you can see, and the tasks you can perform in the portal. 

Portal Administrator

A Portal Administrator has access to: 

  • Log in 
  • Manage all keys
  • View all invoices 
  • download products 
  • create cases 

To create a Portal Administrator, create the user with the Administrator role. 

Group Manager

A Group Manager has access to: 

  • Log in 
  • Manage specific keys 
  • Download products 
  • Create cases 

To create a Group Manager, create the user with the Download Only role, then make them the owner of the specified keys. 

Individual

An Individual user has access to: 

  • Log in 
  • View specific keys 
  • Download products 
  • Create cases 

To create an Individual user, create the user with the Download Only role, then assign key(s) to them by email address. 

Support Only

A Support Only user has access to: 

  • Log in 
  • Download products
  • Create cases 

To create a Support Only user, create the user with the Download Only role, then do not assign any keys to them. 

Case Administrator permission: 

The Case Administrator permission can be given to users with either the Administrator or Download Only role. The Case Administrator permission allows users to view and manage any Support cases submitted via the portal, including the user's own cases and those submitted by other portal account users. 

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