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Manage Users in the Tableau Customer Portal


Published: 02 Feb 2017
Last Modified Date: 31 Jan 2023

Question

How to manage users in the Tableau Customer Portal and do I need to manage users in the Tableau Customer Portal?

Answer

New Customer Purchasing Creator for Individual or Personal Use

If you are a new customer that recently purchased the Tableau Creator, you have been assigned a Tableau Cloud site which will be used to activate the Tableau Desktop or Prep software.  Please review the end-to-end steps to identify the Tableau Cloud activation email and get you started.  There is also a helpful KB if having trouble finding your email to get you started.

You will be given a Tableau Customer Portal account in order to view your purchase, add additional purchases, and to contact Technical Support for assistance.  If Elearning was also purchased, the code or key will appear under the Licenses tab of the Customer Portal.

New purchases for individuals and personal use will not need to manage users in the Tableau Customer Portal but on the Tableau Cloud site and this article will not apply.  

Current Customer Using Login-based License Management

If you are a current customer using Login-base License Management, there will be no need to manage users in the Tableau Customer Portal since no product keys are issued.  Assign users the Creator role and see the pre-built Administrative views on Login-based License Management to review Desktop and Prep activations.

Customer Using Legacy Product Keys

This article if for customers who are still using the legacy product keys to activate Tableau Desktop or Tableau Prep and will continue to manage users via the Tableau Customer Portal.  If you continue to activate Tableau Desktop and Tableau Prep via product keys, this information will be helpful when adding, editing, or removing a user.  

In order to manage users in the Tableau Customer Portal, you must be assigned the Administrator role.  Please see the Additional Information section on all the roles available when assigning a user to the Tableau Customer Portal.  

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 Accounts and select a specific Account to go to the Account Detail page. 
    Note: If you are an administrator for multiple accounts, select the account you want to manage.
User-added image
  1. From the Account Detail page, click Add User.
User-added image
  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 or hover over the "?" next to each permission.
  3. When you are finished, click Add User.
Add a user in the Customer Portal

Edit a user

  1. From the Account Detail page, select the Portal Account User(s) whose role you want to change. 
  2. Click the Edit User(s) button.
    User-added image
  3. Adjust the user as desired,  then click Edit User(s).
Edit a user in the Customer Portal

Remove a User

  1. From the Account Detail page, select the Portal Account User(s) who you want to remove.
  2. Click the Remove User(s) button on the right side of the page.
Remove a user button in the Customer Portal
      3. Confirm that the users selected should be removed from the Tableau Customer Portal.

Remove a user in the Customer Portal



 

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. 


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