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Assign Unmetered Tableau Next Licenses and Permission Sets

To enable unmetered Tableau Next usage, assign an unmetered Tableau Next license to your users. You can assign permission sets and licenses within Tableau Next or create custom permission sets and assign them within Setup.

Required Editions

View supported editions.
User Permissions Needed
To assign Tableau Next permission sets: Tableau Unmetered Admin or Tableau Next Admin permission set, Assign Permission Sets permission
To edit user permissions: Manage Profiles and Permissions Sets

Licenses that provide for unmetered usage are the unmetered Creator, Consumer, Limited Consumer, and Included App licenses, and the Unmetered User Based Access Tableau Next license. For more information about licensing and capabilities, see Tableau Next Permission Sets and Licenses.

Note
Note Are you a Tableau user new to Salesforce setup? Review Tableau Help: Tableau Next Setup Guide.

See Also

Assign an unmetered Tableau Next license and permission set to a user

After users are created in Salesforce, you can assign permission sets to them within the Tableau Next app. Each Tableau Next permission set that you assign to a user consumes a license. You can view your license status as you assign permission sets.

  1. For users that have an old Tableau Next permission set, go to Setup > Users > Permission Set Assignments. Click Edit Assignments, select the old permission set, click Remove, and click Save.
  2. In Tableau Next, click Administration, and then click Settings.
  3. Under Manage Users, click Users.
  4. In the Users pane, click Add. You can view the permissions included in each permission set on the User Management page of Tableau Next Administration.
  5. On the Add Users page, click Provision Existing Users. The users who aren’t assigned Tableau Next permission sets are listed.
  6. Select the users that you want to assign Tableau Next licenses to, and click Next.
  7. Select the user that you want to assign permission sets to. You can select multiple users if you want to bulk assign the same permission set to a set of users. Click Assign Permission Set to specify a Tableau Next permission set to the user(s) you selected. You can view your license status as you assign permission sets.
  8. Review the assignments, and click Next.
  9. Review your changes, and then click Add Users.

(Optional) Create and assign a custom permission set

With Tableau Next Creator and Consumer licenses, you can provide users with unmetered access via a custom permission set.

Create your custom permission set with the Access includes unmetered Analytics Insights and Agentic Analytics workloads permission, and then assign the permission set to the users.

  1. Create a custom permission set.
    1. From Setup, in the Quick Find box, enter permission sets, and then select Permission Sets.
    2. Click New.
    3. Enter a name for the label and click Save.
    4. From the new permission set you created, on the System tab, click System Permissions.
    5. Click Edit to edit the System Permissions. Select Access includes unmetered Analytics Insights and Agentic Analytics workloads from the list and save.
  2. Add a custom permission set to a user.
    1. From Setup, in the Quick Find box, enter users, and then select Users.
    2. Select the user.
    3. On the Permission Set Assignments section, click Edit Assignments.
    4. For users that have an old Tableau Next permission set, select the old permission set, click Remove, and click Save. Then go back to the Permission Set Assignments section, and click Edit Assignments again.
    5. Select your custom permission set that has the Access includes unmetered Analytics Insights and Agentic Analytics workloads permission, and click Add.
    6. Click Save.