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Save and Save As Not Available (Grayed Out) in Web Edit Mode


Published: 05 Jun 2013
Last Modified Date: 30 Aug 2018

Issue

When you try to use web editing, the Save and Save As options might be unavailable (grayed out), even when you have been granted Write/Web Save and Download/Web Save As permissions.

Environment

  • Tableau Server 
  • Web authoring

Resolution

As an administrator, grant publishing rights to affected users.
  1. Sign in to Tableau Server as an administrator and navigate to Admin > Users.
  2. Select the check box next to the user name.
  3. On the menu bar, select Actions - Site Role 
  4. Select "Publisher" and click "Change Site Role." 

Cause

Users must have publishing rights to Save or Save As in web authoring.

Additional Information

  • The option to Save will only be available if you are an owner of the workbook. Otherwise, you will only see Save As.
  • If you need to Save a workbook and you only have Save As permissions, you can choose Save As and save the workbook with the same title as the original. This will overwrite the original workbook. 
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