Adding and importing users with site roles
Add users to Tableau Server one at a time or by CSV import: the positional CSV columns, how license level, admin level and publishing capability combine into a site role, what changes between a site-level and a server-level import, and how Active Directory imports and group synchronization set roles.
2.3 Adding Users: 2.3.1 License type and site role; 2.3.2 Admin level; 2.3.3 Publisher level; 2.3.4 Importing via Active Directory or Local.
~7 min read · 10 practice questions
What the exam expects
- Build a user-import CSV whose license level, admin level and publishing columns produce the intended site role.
- Predict the result of the same CSV imported on a site's Users page versus the server-level Server Users page.
- Prepare CSV rows for local and Active Directory identity stores, including blank and domain-qualified fields.
- Explain how Active Directory import and group synchronization apply the minimum site role, and how to run a sync on demand.
- Distinguish Explorer from Explorer (can publish) when a user wants to save content.
Key terms: site role (the maximum capabilities a user has on one site); admin level (the CSV value System, Site or None); publishing capability (the CSV value that separates Explorer from Explorer (can publish)); Server Users page (the server-level user list a multi-site server shows only to server administrators); minimum site role (the role an external directory group applies during synchronization).
Key facts
- Detail
- username, password, display name, license level, admin level, publishing, email
- Detail
- Not supported; every line is a user
- Detail
- Password and display name ignored; domain-qualify duplicate usernames
- Detail
- Becomes Site Administrator Creator
- Detail
- No site affiliation; Unlicensed or Server Administrator only
- Detail
- Applied even if more restrictive, except for server administrators
- Detail
- Password and Display Name must match or be blank
- Detail
- Promotes but never demotes a site role
- Detail
- Applied at each sync; does not run one
- Detail
- Needs Administrator, Creator or Explorer (can publish)
Sources for this section (5)
- CSV Import File Guidelineshelp.tableau.com (opens in a new tab)
- Import Usershelp.tableau.com (opens in a new tab)
- Set Users' Site Roleshelp.tableau.com (opens in a new tab)
- Synchronize External Directory Groups in a Sitehelp.tableau.com (opens in a new tab)
- Permissionshelp.tableau.com (opens in a new tab)
- When does a group synchronization add new users as Unlicensed?
- Why leave the password blank when a site import may include users who already exist on another site?
- What happens to CSV users who would push the server past its licensed user count?
- When did Tableau Server start enforcing the CSV password field for local authentication?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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