You can access and review account activity from the Account page.
Accounts page provides the following options:
Add, remove, 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. Managing Tableau Desktop or Tableau Prep Builder product keys will no longer be needed with LBLM enabled Tableau Server or Tableau Cloud.
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 if not using the LBLM activation method. For more information, see Managing Tableau Product Keys. If Tableau Cloud or Tableau Server with LBLM is being used, please refer to the Custom Admin view to see user activation history. Managing Tableau Desktop or Tableau Prep Builder product keys is no longer needed with LBLM implementation and Desktop/Prep product keys may not be issued.
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 cases
If 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
Note: Adding a comment to a case will automatically notify the Tableau Support team.
- 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 Cloud 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 Cloud seats. If needed, you can enable more than one Deployment of Tableau subscription products as your business grows.