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Manage Users in the Customer Portal


Published: 02 Feb 2017
Last Modified Date: 01 Dec 2020

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 and click the Account to go to the Account overview page.
    Note: If you are an administrator for multiple accounts, select the account you want to manage.
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  1. From the Account overview page, click Add User.
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  1. Type the user's first name, last name, and email address. 
  2. Select the role and permissions you want to assign to the user. For role and permission descriptions, see the Additional Information section of this article. 
  3. When you are finished, click Add User.
User-added image

Edit a user

  1. From the Account overview page, select the Portal Account User whose role you want to change. 
  2. Click the Edit User(s)
    User-added image
  3. Select the user’s role or add or remove Case Administrator permission, and then click Edit User(s).
User-added image
 

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. 

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. 


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