Tableau Enterprise

Project (3/10) : Project Leader/owner and their site role

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My previous blog PROJECT (2/10) : Project Leader’s permission details out all activities can be done by project leader or owner assuming that project leader/owner have the creator or explorer (can publish) site roles. Site role is another very confusing but important Tableau concern.

Project leader/owner vs site role

  • Site role defines the maximum level of access a user can have on the site.
  • Project leader/owner is not site role but permission.
  • Site role, along with content permissions, determines who can publish, interact with, or only view published content, or who can manage the site’s users and administer the site itself.
  • Read more site role https://help.tableau.com/current/server/en-us/users_site_roles.htm

What is minimum site role project owner must have?

  • Short answer is creator or explorer (can publish).
  • You can’t assign a user as project owner if the user site role is Explorer or View. An user has to have creator or explorer (can publish) or admin site role in order to become a project owner
  • What happens a project owner’s site role was changed from creator to view?
    • First of all, when user’s site role is downgraded, Tableau server never checks what permissions of this user has before.
    • Although you can’t assign site role viewer user as a project owner, however if this user site role is changed from creator to viewer, this user still remains as project owner – that is not changed
    • The implication is that this non-publish site role project owner can’t handle any of the project owner activities any more except content access permissions:
      • Can’t manage permissions for others anymore
      • Can’t create new subproject
      • Can’t move content
      • Can’t change owner
      • Can’t add or change project leader
      • Can’t delete the project
      • Can’t rename the project
      • ….

What is minimum site role project leader must have?

  • Short answer is viewer. Yes, you can assign viewer or explorer users as project leader. However viewer or explorer users can’t do any of the followings even they are project leaders
    • Can’t manage permissions for others anymore
    • Can’t create new subproject
    • Can’t move content
    • Can’t add or change project leader
    • ….

Read next blog PROJECT (4/10) : Sub-project or nested project

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