Setup Guide for Adding a New User to Access Reports in Tableau

Setup Guide for Adding a New User to Access Reports in Tableau

Prerequisites
Please note that to add a new user to Tableau, you'll need to have administrative privileges in Tableau Server or Tableau Online.

Step-By-Step Guide

Step 1: Navigate to Users Page
First, log in to your Tableau Server or Tableau Online. Click on the 'Users' tab which can typically be found under 'Settings'.

Step 2: Add a New User
Once on the users page, look for an 'Add a User' option. Click on it to start adding a new user.

Step 3: Input User Details
Next, you'll need to provide information about the new user. This should include their name, and email address. Some versions of Tableau may also require a username.

Step 4: Assign a License and Role
You will need to assign a license to the new user. Ensure you have sufficient licenses available.

Next, assign the new user a role. Your choices here may include Viewer, Creator, Explorer, etc. Make sure to select a role that provides the user with appropriate access to the data sources and projects they need.

Step 5: Include User in the Necessary Groups
If your organization uses group-based permissions, you might need to add the new user to the necessary groups. You can usually find this under a 'Groups' or 'Group Membership' option during the user creation process.

Step 6: Send Invitation (Tableau Online)
If you're using Tableau Online, the new user will receive an email invitation. They must accept this invitation to gain access to Tableau reports.

Step 7: Password Setup
New users will need to setup a password to log into Tableau. The steps for this vary. For Tableau Online, users are prompted to set a password after accepting the email invitation. For Tableau Server, administrators might need to provide a temporary password which the user changes upon first login.

And finally, click 'Create User' or a similarly labeled button to finish the process.

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