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About setting permissions during publishing


  1. Learn your organization’s practices Consult with your Tableau administrator to learn the guidelines for your organization. It’s common (and recommended) practice for an administrator to lock permissions to the project. If you work in such an environment, you will not be able to set unique permissions for your content. And be aware, even if you set permissions during publishing, the person who manages permissions on the server might change these settings afterward.
  2. Know the consequences of setting explicit permissions In addition to the potential conflicts described earlier, unique permissions on some content requires extra maintenance to keep track of which content has exceptions, and which exceptions are applied.
  3. Publish quickly by accepting the default permissions settings If necessary, you or your administrator can update permissions on the server afterward, where you have a more comprehensive view into the effects of your changes.

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