Question
How to bulk change users' site role without changing any other user information on Tableau Server when using Active Directory
Last Modified Date: 26 Jun 2023
Environment
- Tableau Server
- Active Directory
Answer
You can follow the below steps to create a csv file that only set users' site role.The existing users can be updated with the new site role if you just make your csv file details only change each user's site role.
Step 1:
Create a csv file that including the users that you want to change their site role, and make sure the csv file details only change each user's site role.
You need to leave the fields which is not related to user site role as blank.
For example
If you want to bulk change the users's site role to Unlicensed, you can just create the csv file like below.
user_list.csv
=====
UserA,,,Unlicensed,None,false,
UserB,,,Unlicensed,None,false,
UserC,,,Unlicensed,None,false,
UserD,,,Unlicensed,None,false,
=====
If you want to bulk change the users's site role to Viewer, you can just create the csv file like below.
user_list.csv
=====
UserA,,,Viewer,None,false,
UserB,,,Viewer,None,false,
UserC,,,Viewer,None,false,
UserD,,,Viewer,None,false,
=====
If you want to bulk change the users's site role to Explorer, you can just create the csv file like below.
user_list.csv
=====
UserA,,,Explorer,None,false,
UserB,,,Explorer,None,false,
UserC,,,Explorer,None,false,
UserD,,,Explorer,None,false,
=====
If you want to bulk change the users's site role to Explorer (can publish), you can just create the csv file like below.
user_list.csv
=====
UserA,,,Explorer,None,true,
UserB,,,Explorer,None,true,
UserC,,,Explorer,None,true,
UserD,,,Explorer,None,true,
=====
if you want to change the users's site role to Creator, you can just create the csv file like below.
user_list.csv
=====
UserA,,,Creator,None,true,
UserB,,,Creator,None,true,
UserC,,,Creator,None,true,
UserD,,,Creator,None,true,
=====
Step 2:
Run below tabcmd command to upload the csv file you created at step 1 to bulk update users' site role
tabcmd createsiteusers user_list.csv
Or just import the user_list.csv via Tableau ServerWEB UI > [Users] > [Add Users] > [Import From File]
Additional Information
Import Userscreatesiteusers filename.csv
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