2 Replies Latest reply on Aug 10, 2018 11:07 AM by Tony Chan

    To include a privacy agreement on tableau dashboards

    Vipul Singh

      Hi All,


      I have a requirement to add confidentiality agreement on login such that user accept all the agreements of confidentiality and say ‘I agree’ before they land to the landing page of dashbaords.


      Is there any way to develope above requirement in tableau desktop or tableau server.




        • 1. Re: To include a privacy agreement on tableau dashboards
          Kye Hittle

          Hi Vipul,


          If you don't have single sign on (SSO) or automatic logon enabled, you could change the graphic above the user/password fields on Tableau Server's sign-in page to include some consent text like "by logging in, you agree to...". There won't be a checkbox for them to click, however.


          Hope it helps! - Kye

          • 2. Re: To include a privacy agreement on tableau dashboards
            Tony Chan

            Hi Vipul,

            I haven't personally done this, but heard someone else did the following:

            Customize the tableau server login.html to include a link that asks new users to click on a link to fill a confidentiality agreement.  When the user signs the agreement, their userid is added to a AD group.  They used REDCap server to collect user registration requests and then processed the requests using an automated alteryx workflow which makes REST API calls to the REDCap server and Tableau server.  Once they're added to the AD group, they can then login using SSO to Tableau Server.  This is the only tips I can provide as I haven't done this before.

            Hope this helps, Tony