You should not need to make them Site Administrators to move workbooks between projects. According to the online help article, users must be ether a Publisher or Interactor of both projects AND have Move Permissions or Project Leader permissions. Check out the below - it might be helpful. You can also navigate to the Permissions tab of a workbook or project and type in the person's name in the "Search for a user to view their permissions" box to see if they have the right permissions.
Move Workbooks into Projects
All workbooks must be in a project. By default, workbooks are added to the Default project. After you create your own projects, you can move workbooks from one project to another. You can move workbooks into projects if you are an administrator, or if you have the site role of Publisher or Interactor and at least one of the following is true:
- You have been given the Move permission for the project.
- You have been given Project Leader permission for the project.
Thanks Nathan. I appreciate your reply.
I will review the folder, group, and user permissions. The excerpt you provided specifically talks about moving workbooks though. Moving workbooks between projects as a user in the admin group is successful... it's just moving the data sources as these same users fails (or the Move option is grayed out). So far, my only workaround is that I change them to a site admin.
2 of 2 people found this helpful
Judging by the wording in the admin guide it sounds like only admins can move data sources:
Thanks Toby for confirming! It's too bad, from a workflow perspective, that Project Leaders cannot move a data source but at least I have a documented answer why it was not working now.
Appreciate your assistance.
I agree, that is...odd! I wonder what Tableau's logic behind it is.