Managing Permissions as a Tableau Project Leader

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Tableau Server offers a Project Leader role which will allow units to manage the security permissions within their projects. This provides the option of managing sub-projects and individual workbooks. If a unit needs to manage permissions in greater detail than the standard permissions, then it is important to understand the effect of each permission. Mistakes with permissions can lead to accidentally blocking access to workbooks or exposure of data to an unintended audience. This presentation will be a review of the permissions and recommended practices.