Last Modified Date: 14 Aug 2020
Managing AccountsYou can access and review account activity from the My Account page. My Account provides the following options:
Add or edit portal users. You can add users with a variety of permissions, from full administrative permissions, to viewing and managing a group of keys, to viewing only their own keys and support cases. For more information, see Manage Users in the Customer Portal.
Manage product keys. You can view a list of the product keys associated with an account and assign these keys out to specific end users. You can also see registration history and maintenance information for your keys, and the last software version used. For more information, see Managing Tableau Product Keys.
View and pay invoices. You can click an upcoming, unpaid, or past invoice to see details, print a copy, or make a payment.
Edit account information. Update shipping and billing information.
Create and manage casesIf you are the owner of a Tableau product key, you can use the Tableau Customer Portal to create and track cases with our Customer Service team (for billing and invoices) or our Technical Support team (for help with using Tableau products). For more information on submitting technical support cases, see Submitting a Case From the Customer Portal.
Accessing a case
- Go to the Customer Portal and log in with your Tableau username and password.
- Click the My Cases link.
- In the resulting table, you can choose to see your recently viewed cases, active support cases, your open cases, all open cases, or all cases.
- Click a case to view or edit it.
Update or edit a case
- After you have selected a case, you can click Edit to edit the details.
- Click Upload Files to add files. See Sending Large Files to Tableau Support for more information.
- To add additional comments, click Add Comment.
View your Deployment
A ‘deployment’ represents a named collection of licenses that are intended to be used (or stacked) in the same Product Environment for Tableau Server or the seats and features that are part of the same Tableau Online site. Deployments should be a coterminous collection of seats which are installed together as either an internal or external set of products.
In summary, a customer deployment is a level of organization within a customer portal, and is used to organize a group of Tableau Server seats or Tableau Online seats. If needed, you can enable more than one Deployment of Tableau subscription products as your business grows.
Additional InformationNote: If possible, the Customer Portal should be accessed from a computer, as it is not currently optimized for mobile browsing.
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