Add Users To A Group - Tableau Help

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Add Users to a Group

You can organize Tableau Server users into groups to make it easier to manage multiple users. You can create groups on the server or import groups from Active Directory.

If you're managing users with an External identity store, such as Active Directory, add users to a group through the external identity store itself. Once users are added to a group in the external identity store, Tableau Server is able to update those users by synchronizing the group of users in the external identity store with the group of users on Tableau Server.

For example, to keep Active Directory group membership up to date, we recommend you review the following:

  • Site administrators can synchronize selected groups on demand in a site. For more information, see Synchronize Active Directory Groups on a Site.

  • Server administrators can synchronize all Active Directory groups on the server based on a schedule or on-demand. For more information, see Synchronize All Active Directory Groups on the Server.

Notes:

  • In the context of user and group synchronization, Tableau Server configured with LDAP identity store is equivalent to Active Directory. Active Directory synchronization features in Tableau Server function seamlessly with properly configured LDAP directory solutions. When identity pools are configured, you cannot add groups to an identity pool.
  • Adding groups to an identity pool(Link opens in a new window) is not supported. Only individual users can be added to an identity pool.

If you're managing users with a Local identity store, use the procedures described below to add users to a group.

To add a user to a group, the group must already exist.

Add users to a group (Users page)

  1. In a site, click Users.

  2. Select the users you want to add to a group, and then click Actions > Group Membership.

    A user list with display names, two of which are selected to be part of a group action.

  3. In the Group Membership dialog box, select the groups and then click Save.

Add users to a group (Groups page)

  1. In a site, click Groups, and then click the name of the group.

    A list of groups with checkboxes for selection.

  2. In the group's page, click Add Users.

    Group page showing the Add Users button.

  3. In the Add Users dialog box, select the users to be added, and then click Add Users.

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