Summary

Before a user can access the Springbrook Analytics Tableau site, the Tableau admin will need to create a Tableau User record for that user in Springbrook.

NOTE: If you don't see the Tableau User Maintenance option in SS> Web Maintenance, please confirm your menu security settings permit you to view the new menu item. 

Step by Step

• Open the Tableau User Maintenance window (SS> Web Maintenance> Tableau Users) to create and maintain Tableau users.  
• When a Tableau User is selected in the left section of the window, the Email field in the Maintenance section will populate with the selected user email address.
• Highlight a Tableau user and click the Delete icon   or press DELETE to delete a user.
• Click the Create icon   or press INSERT to add a new Tableau user. This will add a new line item to the left section of the window and enable the Email field to the right.
• Enter an Email address for the new Tableau user. This is what the user will enter to sign into the Springbrook Analytics Tableau website.
  • New Tableau users will use this email when signing in to Springbrook Analytics. The first time a new user access the Tableau site, they will need to click the Forgot Password link in order to generate and send an email to their specified email address. This email will contain a confirmation link the user can follow to reset their password and access Tableau.
  • While this email is not required to be the same email address used to sign in to Springbrook, it is strongly recommended.
• Check the User can publish toggle if the new Tableau user should have the permission to publish reports in Tableau.
• Click the Save icon   or press ENTER when complete to save the Tableau user account.
• Once a Tableau user has been created, they can be added to a Tableau group.
  • All users will be automatically added the All User Tableau group.