Connect to Tableau

Enter your server address and administrator credentials to get started with the secure Off-boarding.

Server URL

e.g. https://tableau.yourcompany.com (on-premises) or https://prod-apnortheast-a.online.tableau.com (Tableau Cloud) — Examples only

Site Name

The site URL slug (not the display name)

Server Type

REST API Version

Match your Tableau version — 3.19 = 2023.1+

Personal Access Token — Name

The name you gave the token in Tableau → My Account → Settings

Personal Access Token — Value

Shown once when the token was created

✨ Enhanced AI Explanations — optional

Anthropic API Key

Provide your own Anthropic API key to generate richer, plain-English risk explanations and a polished stakeholder email. You are billed by Anthropic directly (typically a few cents per offboarding). Your key stays in memory for this session only — never stored or logged. Leave blank to use built-in template text (free, no data leaves your network).

Offboard a User

Choose the departing user and the steward who inherits their content. Nothing changes in Tableau until you approve the plan.

Departing user (pick from site users)

Reassign all content to — pick from site users

Ownership Statistics

Content currently owned by each user on this Tableau site — the steward inherits the departing user's content on approval.

Offboarded User

— select the departing user —

—

Projects

—

Workbooks

—

Data Sources

—

Flows

New Steward

— select the steward —

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Projects

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Workbooks

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Data Sources

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Flows

Owner Content Hierarchy

Pick any owner on this Tableau site to see exactly what they own, as one tree: projects, workbooks, data sources and flows.

Select an owner on the left to see their content tree.

Offboarding Plan

Review every item that will be changed before approving.

Type	Name	Project	Action	New Owner	Risks

⚠ This action cannot be automatically undone

Approving will reassign 0 item(s) and set to Unlicensed in Tableau.

Your full name (recorded in the audit log)

✅

Offboarding complete

Stakeholder Email Draft

Copy and send to notify your team.