![]() When the parent project permissions aren’t locked, owners can change permissions for their published content.įor more information, see Set Users’ Site Roles and Use Projects to Manage Content Access. Owners always get full access to the content they’ve published.Server and site administrators can access all site content and take actions on it. Site rolesĪ user’s site role determines the maximum permissions allowed for that user. Hover over a capability box to see a tooltip with details on whether a capability is allowed or denied. Click a group name to see the group's users and their permissions. View a user’s effective permissionsĪfter you save the permissions rule for the group, you can view the effective permissions for each user. Whether a user can set permissions is based on their site role, content ownership, and how their Set Permissions capability is set. If desired, customize the permission rule by clicking a capability to set it to Allowed or Denied, or leave it Unspecified. The template drop-down offers a shortcut to apply an initial set of capabilities for the group. Select + Add Group/User Rule to create a new permission rule. Navigate to the project you want to update, open the Actions ( …) menu, then select Permissions. Use the dropdown to display Top-Level Projects or All Projects (to see nested projects as well). The Explore page displays the content on the site. Access project-level permissions settings Click a group name to open it, then use the Add Users button to add existing users to the group.Ģ.If necessary, create a group using the Add Group option.Add users to groupsĪ common way to manage permissions is to use groups for users who should have the same permissions. This Quick Start guide is an overview and doesn't capture many important details about permissions and permission management. ![]() Manage permissions for projects, not contentĬreate group permission rules for projectsįor details on the following steps, see the main article on permissions.Manage permissions for groups, not users. ![]() Configure template permissions on the Default project before creating more projects.Remove permissions from the All Users group before creating more groups.Step 5: Embed the dashboardĬlick on the Share (three-dotted) button at the bottom right corner of your viz and you will see a window pop up with the embed code and link to the dashboard.ĭepends on your website, you can either directly use the embed code (javascript) or use an iframe.A permission rule is a set of capabilities that defines what access a group or user has to a piece of content, such as a workbook, project, or data source. Step 4: Prevent users from downloading the dashboard and hide your Tableau Public profile info.Ĭlick view > scroll down and click edit details > uncheck ‘allow others to download or explore and copy this workbook and its data’ & uncheck ‘show author profile link’. In your Tableau Public profile, toggle the visibility to not visible so this dashboard is exclusively visible only on the webpage you embed it in. Step 3: Hide the dashboard in Tableau Public In Tableau, Click Sever>Tableau Public>Save dashboard to Tableau Public (log in using the Tableau Public profile you just created). Step 2: Save dashboard to Tableau Public. So unless each one of your web visitors has a Tableau viewer license, it’s impossible to embed Tableau dashboard into your web content without some people not being able to view it. The person accessing the view must also have an account on Tableau Server or Tableau Online to be able to even view the dashboard. ![]() Tableau, which many companies use as the visualization tool, hasn’t made it easy for users to do that. We’ve seen the power of data storytelling with live data (especially during this COVID-19 period) - stories enriched with more context, readers are more engaging and will repetitively return to the site to check on the auto-updating dashboard. More and more publications are incorporating live dashboards into their stories.
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