1 Reply Latest reply on Mar 26, 2017 12:12 PM by Glen Robinson

    What does the "Share Customized" permission capability do on Tableau Server?

    Walker Storrer
    Walker Storrer Mar 20, 2017 4:35 PM

      What does the "Share Customized" permission capability do on Tableau Server? The description on Tableau.com is "Users can save customizations they’ve made to a view using the interaction features (such as filters). They can then share their custom view for others to see. Customization in this way does not change the view’s default state or its underlying data."

       

      Is it possible to allow users to create saved views for themselves, but not have the ability to share the custom views with others?

        • 1. Re: What does the "Share Customized" permission capability do on Tableau Server?
          Glen Robinson
          Glen Robinson Mar 26, 2017 12:12 PM (in response to Walker Storrer)

          Hi Walker

          Creating and saving Custom Views, allows your end user the ability to interact with a Dashboard (apply filters etc) and save the view at that position. Then next time they come back to the dashboard, this view that they have saved can be accessed (so that they dont have to remember and apply the same filters again and again...)

           

          This view can also be made their default view for the dashboard (so that when they return to the dashboard, the filters that they want applying have already been applied)

           

          Additionally, they can also be permissioned so that they can share the view they created with other people who can also access that dashboard. (This is the share custom view permission)

          Removing this permission will still allow end users to create their own custom views, but not the ability to share it with others.

           

          Hope this makes sense to you

          Glen

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