Additional Information
Your Tableau Customer Portal user role and permissions define what you can see, and the tasks you can perform in the portal. If the Tableau Customer Portal Administrator has left the company or you are not sure who the Tableau Customer Portal Administrator is, please contact your Tableau Account Team for assistance.
Portal Administrator
A Portal Administrator has access to:
- Log in
- Manage all keys
- View all invoices
- Access the renewal pages linked from Tableau's automated renewal notifications
- 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 (not needed with LBLM)
- 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.
Additional Permissions:
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.
The Security Point of Contact permission should be assigned to the individual(s) that assess the scope and impact of security issues for your company. Ensuring a Security Point of Contact is assigned for your portal account will allow Tableau to contact the correct audience for critical or important security issues with Tableau products when they arise. Security disclosures may also be found on Tableau's Security Bulletins page or Salesforce's Security Advisories page.
The Technical Point of Contact permission should be assigned to the individual(s) responsible for managing your company's installation or deployment of Tableau products. Ensuring a Technical Point of Contact is assigned for your portal account will allow Tableau to contact the correct audience for critical or important functionality issues with Tableau products when they arise.