Publish, Education, and Enable = 8% Flashcards
projects and groups
Tableau sites use projects to organize content and groups to organize users. Managing permissions is easier when permission rules are:
Set at the project level instead of on individual pieces of content.
Established for groups instead of individuals.
project-level permissions
For administrators, project owners, and project leaders
content level permissions
For administrators, project leaders, and content owners
set permissions at publish
For content publishers
What roles can publish, overwrite and save a copy
Administrator, Creator, or Explorer
what roles cannot publish
Explorer or Viewer
what is publish
allows a user to publish content into that project
what is overwrite
allows a user to save over an existing piece of content
requirements for web editing and authoring
Web authoring must be turned on for the entire Tableau site
The user must have the appropriate site role
user must have the necessary permission capabilities based on the desired functionality.
Workbook authentication to the data source
How data access is evaluated for someone consuming the workbook
embed pw / embed pw
User sees the data as if they were the workbook author
embed pw / prompt user
User sees the data as if they were the workbook author. (The author is prompted for data source authentication, not the user.)
prompt user / embed pw
User must have their own Connect capability to the published data source
Prompt user / prompt user
User must have their own Connect capability to the published data source and are prompted for their credentials to the underlying data
who can move content
admin, project leaders, project owners
explorer and creator who can publish
