You can give permission for users by AD or manually, add by cvs file.
You can deplpy a tool to control this and create this csv file and synchronize with Tableau Server.
Group is the way that you give permissions for many levels and customs.
Roles is the role for the user, Publisher to publish workbook on the Server, interactor that can make changes using tableau server and viewer, that can just see the dashboard and make your analyze.
As i said we have external and internal users due to which we cant use AD.
Was wondering if we have a better way to add users rather than adding manually.
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Hi Navya. We have external users that enter through an external facing client portal and then get to TS via the portal. They have access to a specific site for their content on TS. How they are added is by using the REST API which is baked into the portal. In other words, anytime that they're added into the portal, the API is called to add them to TS. In terms of single signon, because they are already authenticated via the external facing portal, we pass their identity to TS via trusted authentication.
So have a look at these links and see if they help:
Trusted auth Trusted Authentication
That makes sense. Thanks Jeff.
And also coming to my other question,
I imagine the combination of site access and creating groups will help us to take control of what we intend to show user names .
I mean we can have authenticated view up to workbooks level.
Correct me if i am wrong.
Permissions can be set at the workbook level. It's best practice to create groups of users and manage permissions by the groups, though permissions can also be managed at the individual user level too.