You can organize users on the Tableau Server into groups to make it easier to assign permissions to multiple people at once. You can either create groups locally on the server or import from Active Directory. You can create and delete groups on the Groups page which shows a list of all groups on the server. Refer to Add Users to Groups to learn how to add users after you've created a group.
Click the Groups link in the Administration section on the left side of the page.
Depending on how the server has been configured you can add groups using the internal user management system (local authentication) or you can import from Active Directory.
A local group is created on Tableau Server using the internal user management system. After you create a group you can add and remove users.
Click Create New Local Group at the bottom of the list of groups.
Type a name for the group and click Add Group.
Click Return to Groups to return to the list of groups.
Groups can also be imported from Active Directory. When you import Active Directory groups, a matching group is created on the server and a user is created on the server for each member of the group. Each user is unlicensed and does not have permission to publish. If the user already exists on the server, he or she is added to the new group and his or her permissions are not changed. Refer to Licensing to learn more about license levels and user rights.
Click Import Active Directory Group at the bottom of the list of groups.
Type the name of the Active Directory group you want to import and click Import.
If you don't know the exact name of the group you can find it by typing all or part of the group name into the Search text box. Then click Lookup.
Note: You can use the asterisk symbol ( * ) as a wildcard.
Select the group from the list of search results.
The group name is automatically added to the Import text box. Click Import to add the group to Tableau Server.
Note: You cannot change the name of groups imported from Active Directory. The group name can only be edited in Active Directory.
At anytime, you can synchronize an Active Directory group with Tableau Server so that any new users in Active Directory are also added to the server. You can synchronize individual groups or multiple groups at once.
Select one or more groups in the list of groups.
Click Synchronize on the Actions toolbar at the top of the list.
Note: If you are adding a group that is from the same Active Directory domain that the server is running on you can simply type the group name. In addition, if the there is a two way trust set up between the domain the server is using and another domain you can add groups from both domains. The first time you add a group from a different domain than the one the server is using you need to include the fully qualified domain name with the group name. For example, domain.lan\group or group@domain.lan. Any subsequent groups can be added using the domain's nickname. Refer to Editing Domains to learn more about managing domain names.
You can delete any group from the server. When you delete a group, the users are removed from the group but are not deleted from the server. Refer to Managing Users to learn more about deleting users.
Select one or more groups to delete in the list of groups.
Select Delete on the Actions toolbar at the top of the list.