Examining Permissions

Permissions determine what content Tableau Server users can access, interact with, edit, and manage. They can be managed at multiple layers throughout the server, such as projects, workbooks, views, metrics, and data sources. Permissions can also be applied to groups of users or specific individuals.

Understanding permissions can be overwhelming. In this section, we will only focus on the basics of editing the permission settings for content-level permissions using the Actions menu. A broad understanding of permissions is presented in Chapter 1, What is Tableau Server? For further information regarding this topic, please refer to the Tableau Help pages at https://help.tableau.com/current/server/en-us/permissions.html.

Note

Throughout various Tableau communities and resources, you might see a phrase such as "download permission." This phrase is easy to understand and is fine to use in a broad context, but when studying permissions, it is important...