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Import Users

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. You can import users to a site, or, to the server (if you are a server administrator).

Note: This topic contains the steps for importing, assuming that you have already created the CSV file. If you have not created the file yet, see CSV Import File Guidelines for a list of file format requirements and import options.

Add users from a CSV file to a site

  1. In a site, click Users, click Add Users.

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

    The results of the import are displayed.

    For a single-site server, the site roles assigned to the users during the import process will be imported with the users. If a user already exists in the Tableau Server site, the site role assigned during the import process will be applied only if it gives the user more access to the server. Importing users and groups will promote a user's site role, but not demote a user's site role.

  3. Click Done.

Add users from a CSV file to a server

  1. Single-site: Click Users, and then click Add Users.

    Multisite: In the site menu, click Manage All Sites, click Users, and then click Add Users.

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

    The results of the import are displayed.

    For a multi-site server, when you import users in the Server Users page, you are creating server users with no site affiliation. Because these users do not belong to a site, they cannot have a site role. The only site role a server user can have is either Unlicensed or Server Administrator. When you assign site membership to a server user, you can specify the site role for that user per site. For details, see Assign Site Membership. If you import the users in the Site Users page, the users will be assigned the site roles you specify in the CSV file, for that site.

  3. Click Done.

Multi-site environments

If the server is running multiple sites and you are a server administrator, you can import a CSV file from two different locations. Where existing user accounts are concerned, each location has different capabilities.

  • The Server Users page appears in a multi-site environment. Only server administrators can access this page.

    You can import the CSV file from here if you want to update existing user accounts in addition to adding new ones. For example, if you import a file that has a new password for each existing user, their passwords will be reset.

  • The Site Users page.

    Server administrators can add new user accounts with CSV imports and, if existing users are part of the import, the Password and Display Name fields must either match or be left blank. If new passwords or full names are used, the import will fail.

Single-site environments

Server and site administrators on a single-site server perform CSV user imports from the Users page in a site.

Multi-site versus single-site import

Users can belong to more than one site on the same server, but they must use the same credentials for each site. This becomes important when you're adding users to a site and those users might already be members of a different site. If you try to import a user who already exists, and if the user's credentials in the CSV file don't match the existing credentials, the import fails for that user.

Note: The issue of credentials mismatch during import doesn't apply if the server is configured to use Active Directory for authentication. In that case, the CSV file should never contain a password, because user passwords are managed by Active Directory.

If you're importing users into a site and you think that the users might already exist on the server, you can try leaving the Password column in the CSV file blank. When you import the users, if a user who is defined in the CSV already exists in another site, the user is added to the site where you're importing. However, if the user doesn't already exist on the server, the user is created, and the CSV import window alerts you that the new user doesn't have a password. You can then use the server environment to assign a password to any user who doesn't have one.

Multi-site

For a multi-site server, when you import users in the Server Users page, you are creating server users with no site affiliation. Because these users do not belong to a site, they cannot have a site role. The only site role a server user can have is either Unlicensed or Server Administrator.

Single site

For a single-site server, the site roles assigned to the users during the import process will be imported with the user. If a user you are importing already exists in Tableau Server, the site role assigned during the import process will be applied only if it gives the user more access to the server. Importing users and groups will promote a user's site role, but not demote a user's site role.