Configuring a Tableau Site

What Is the Service?

Use this form to request changes to how your Tableau Server site is configured. Examples of configuration changes include setting default permissions, creating projects, adding custom permissions for individual projects, adding additional extract refresh schedules, etc.

Considerations Before Submitting a Request

Prior to submitting this form, please review Tableau’s documentation on permission capabilities, project permissions, and effective permissions: https://help.tableau.com/current/server/en-us/permissions.htm#permission-roles

Adding Users to Tableau Site

If you need to add users to your site, please follow the instructions here.