Permission vs Role in Tableau server

Permission vs Role in Tableau server

Users = Each individual accessing the system must be setup as a user. This is similar to a user account for logging into your computer.

Groups = A group is a way to organize similar users and grant them identical permissions.

Site Role = This is a system definition that represents the maximum amount of permissions for a user. That means a user defined with a site role of Interactor can never publish content. A highly detailed walk through of each role is available here. In short, in decreasing order of power are: Server Administrator, Site Administrator, Publisher, Interactor, Viewer, Viewer (can publish), Unlicensed (can publish), Unlicensed.

Permissions Rules = These out of the box configurations are available for selection when assigning permissions to content. Examples are Project Lead and Interactor. When selected, a default set of capabilities are provided.

Permission Capabilities = This is the most granular level of control over permissions assigned to content. For example, if the Publisher permission rule is applied, you grant a user project access to view and save. However, you can override any of them (although in this case you likely wouldn’t want to do that).

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