# Assign role on sign in

> This is content from just-tim, the data-and-analytics channel by Tim Ngwena (formerly 'Tableau Tim'). Tim has 12+ years of hands-on BI experience and covers Tableau most of all, plus Power BI, Looker, Hex, SQL and data modelling, the analytics industry, and the craft of doing the job — always tool-agnostic and honest about the trade-offs.

- **Author:** Tim Ngwena (just-tim, https://just-tim.com/about)
- **Published:** 2020-08-12
- **Format:** Video · 4 min watch · transcript available
- **Topics:** Tool strategy
- **Tools:** Tableau (cloud, server)
- **Canonical:** https://just-tim.com/posts/assign-role-on-sign-in
- **Watch:** https://www.youtu.be/l74A_BZpNjQ

I walk through Tableau's 2020.3 feature that grants a user's site role automatically when they sign in, provided they belong to a group with this option enabled. I demonstrate creating the group, assigning a user, and showing how an unlicensed user becomes a viewer just by logging in.

## Key takeaways

- The grant-role-on-sign-in feature arrived in Tableau 2020.3 and requires the user to be a member of a group with the option enabled
- Enable it via a group's Details page by ticking 'grant role on sign in' and choosing the role (e.g. viewer or admin)
- An unlicensed user can sign in successfully but is denied access until assigned to a configured group; the role is then granted on their next login
- This removes the need for an admin to manually change roles through a support-desk process
- It works with Active Directory group syncing, so users can be assigned roles automatically on a schedule

Watch the full video, read the transcript and use chapter deep-links on the page: https://just-tim.com/posts/assign-role-on-sign-in

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just-tim — Data and analytics, with a point of view. · https://www.youtube.com/channel/UC7HYxRWmaNlJux-X7rNLZyw · https://twitter.com/TableauTim · https://www.linkedin.com/in/timngwena