Determine who can access each Tableau Dashboard
Use the Tableau Object – Group Members view
- A tab in the Tableau Object dashboard, it lists all group members and cost center.
Use the D&A Team – Group Email List
- Lists all members in a group, CCH6, email, and last Server login. Helpful if you’re working to communicate to a group of individuals who have access to your project, such as publishing a new report or an issue around data.
Tableau Dashboards used to determine access
- This list can be used to cross reference groups you are responsible for.
Helpful Note:
For example, use a VLOOKUP to cross reference exported spreadsheets of the project groups you are responsible for with the D&A Team – Tableau License Management Dashboard. After missing names are determined or individuals who should be removed, submit a Bulk Request form.
Tableau Object - User Permissions view
- This view is designed to show objects (projects, dashboards, etc.) you own. It also displays Cost Center information and if an individual can or cannot access the object.
Helpful Note:
It’s helpful if you’ve inherited work or a mixture of groups/individuals are given access to your content. Clicking on the object name takes you directly to the object where you can adjust permissions.
For information on using Enterprise data in your projects, visit the Using Enterprise Data Sources Job Aid