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Create a new Tableau user in Tableau Web Server.

  1. Log into your Tableau site with a web browser.

  2. Select Users

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  3. Then select Add Users and New User

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  4. Enter the person’s email address as their DataSelf username.

  5. The Display Name is the person’s first and last name.

  6. Select a site role. For more see Tableau Site Roles

  7. Enter the persons email address in Email. The email address is needed for alerts, comments, and subscriptions.

  8. Enter a password. Password Recommendations

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    1. RECOMMENDED - To

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    1. require that the user

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    1. change their password upon

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    1. first login, go to Users > find the user in question > click on the ellipsis () > Force Password Update.

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  1. Add the new user to

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  1. Tableau Groups and grant permissions as necessary.

NOTES:

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