Setting Up a New Tableau User

Create a new Tableau user in Tableau Web Server.

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

2. Select Users

   Open

   

3. Then select Add Users and New User

   Open

   

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 https://dataself.atlassian.net/wiki/spaces/DS/pages/1730641921

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

8. Enter a password. https://dataself.atlassian.net/wiki/spaces/DS/pages/1730674689

   1. RECOMMENDED - To require that the user change their password upon first login, go to Users > find the user in question > click on the ellipsis (…) > Force Password Update.

9. Add the new user to Tableau Groups and grant permissions as necessary.

NOTES:

• Requirements: To create a new user in Tableau Server, you need to be at least a Site Admin.

• https://dataself.atlassian.net/wiki/spaces/DS/pages/1730379777