Editing permissions on a workbook in Tableau Server depends on the user's role and the project's permission settings. Since permissions arenot locked(i.e., "Managed by Owner"), let's dissect who can edit them:
* Permission Model:
* Not Locked: Owners of content (workbooks, data sources) can set permissions, and Project Leaders can override at the project level.
* Site Roles: Define maximum capabilities (e.g., Viewer, Explorer, Creator).
* Capabilities: "Set Permissions" is explicit-only certain users get it.
* Option C (The workbook's owner): Correct.
* Details: The owner (typically the publisher) has full control over their workbook when permissions are Managed by Owner:
* How: In the UI, go toContent > Workbooks > Actions > Permissions-owners can edit rules (e.g., grant Editor to a group).
* Site Role: Minimum of Explorer (can publish) or Creator to publish, ensuring "Set Permissions" capability.
* Why: Ownership inherently includes permission management unless locked.
* Option D (Users set to Project Leader for the workbook's project): Correct.
* Details: Project Leaders are assigned viaContent > Projects > Actions > Permissions > Set Project Leader:
* Power: Can edit permissions for all content in the project, even if not the owner.
* Site Role: Requires Site Administrator or Server Administrator (Creator/Explorer variants suffice).
* Why: Overrides ownership in Managed by Owner mode-ensures project-level governance.
* Option A (Users with project and workbook Viewer role): Incorrect.
* Why: Viewer role (site-level) limits users to viewing-lacks "Set Permissions" capability, regardless of project/workbook rules.
* Option B (Users with workbook Interactor role): Incorrect.
* Why: "Interactor" isn't a standard role-likely a misnomer for Explorer or Viewer with interaction permissions (e.g., Filter). No permission-editing rights exist here.
Why This Matters: Knowing who can edit permissions prevents access control gaps-crucial for collaborative or regulated environments.