Getting Started with the Tableau Customer Portal

Please review the content below as it may contain the information needed to resolve your issue.

If additional assistance is needed with Customer Portal issues, please reach out to your Tableau Account Representative or customerservice@tableau.com for the best possible support.

Managing Accounts 

You can access and review account activity from the Accounts page.

Select an account to see the Account Detail page and perform any of the following:

Add, remove, or edit portal users. You can add users with a variety of permissions, from full administrative permissions, to viewing licenses, and creating support cases for Customer Service or Customer Success. The ability to create a Tableau Technical Support case is available through the Salesforce Help Portal as noted in this KB article.

Note: Although the Technical Support case creation is located on the Salesforce Help Portal, if you are Tableau Server on-premise customer, you will need to add users to the Tableau Customer Portal selecting the correct organizational deployment to allow the user to create a new case on Salesforce Help.

Select an Account to see the current Portal Account users, add a user, edit users, or remove users. For more information, see Manage Users in the Customer Portal. 

Manage/find product keys. You can view a list of the product keys associated with an account under the Licenses tab. Please Note that most users will not have product keys assigned but will be using the "sign in to a server" to activate Tableau Desktop or Tableau Prep Builder. For more information, see Managing Tableau Product Keys.

If Tableau Cloud or Tableau Server with LBLM is being used, please refer to the Custom Admin view to see user activation history. Managing Tableau Desktop or Tableau Prep Builder product keys is no longer needed with LBLM implementation and Desktop/Prep product keys may not be issued.

Elearning codes will display under the Licenses list if this option has been purchased.  

View and pay invoices. You can click an upcoming, unpaid, or past invoice to see details, print a copy, or make a payment.  Selecting Invoices from the main Tableau Customer Portal page will also allow for viewing, downloading, and searching in invoice history.

To edit account details such as billing or shipping information, please contact your Tableau Account Team.

Create cases 

Although it is possible to create a case for Customer Service or Customer Success, they will not display under the Cases tab. Someone from Customer Service or Customer Success will reach out to you shortly. If you do not receive a response as expected, please contact your Tableau Account Team. 

When selecting to create a case with Tableau Technical Support you will be redirected to the Salesforce Help Portal where you can create and manage cases. Please see the article on Support Portal Experience Enhancements for Tableau Customers for further details.

View your Deployment

A Deployment represents a named collection of licenses that are intended to be used (or stacked) in the same Product Environment for Tableau Server or the seats and features that are part of the same Tableau Cloud site. Deployments should be a coterminous collection of seats which are installed together as either an internal or external set of products.  

In summary, a customer deployment is a level of organization within a customer portal, and is used to organize a group of Tableau Server seats or Tableau Cloud seats. If needed, you can enable more than one Deployment of Tableau subscription products as your business grows.