How to automate the process of adding users to a site?

How to automate the process of adding users to a site

How to automate the process of adding users to a site?

EXPLANATION
To automate the process of adding users to a site, you can create a CSV file that contains user information, and then import the file. Site administrators can import users to a particular site; server administrators (Tableau Server only) can import users at the server level, to add them to multiple sites.

Add users from a CSV file
The following steps describe how to add users to a site or to the server. The images reflect adding users at the site level.

Do one of the following:

To add users at the site level, select Users, and then Add Users.

How to automate the process of adding users to a site

To add users at the server level on a single-site server, select Users, and then Add Users.

To add users at the server level on a multi-site server, open the list of sites, and select Manage All Sites. Select Users, and then Add Users.

Click Import From File, click Browse and navigate to the file, and then click Import Users.

How to automate the process of adding users to a site

Tableau displays the results of the import process (names in this image are blurred).

How to automate the process of adding users to a site

Click done.

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