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Clarify/write docs for assigning a group as Project Leader (permissions) #1067

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Clarify/write docs for assigning a group as Project Leader (permissions)#1067
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kramantab
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docsin-progressIssues that are in-progress of being fixed

Description

@RumblingHacked
RumblingHacked
opened on Jul 12, 2022

Summary

A one line description of the request. Skip this if the title is already a good summary.

Request Type

If you know, say which of these types your request is in the title, and follow the suggestions for that type when writing your description.

Type 1: support a REST API:
If it is functionality that already exists in the REST API, example API calls are the clearest way to explain your request.

Type 2: add a REST API and support it in tsc.
If it is functionality that can be achieved somehow on Tableau Server but not through the REST API, describe the current way to do it. (e.g: functionality that is available in the Web UI, or by using the Hyper API). For UI, screenshots can be helpful.
Currently, "Project Leaders" can be assigned through the Web UI but do not see anything in the API or TSC where this could be assigned through there. Attached is a screenshot of how it is currently done.
setprojectleader

Type 3: new functionality
Requests for totally new functionality will generally be passed to the relevant dev team, but we probably can't give any useful estimate of how or when it might be implemented. If it is a feature that is 'about' the API or programmable access, here might be the best place to suggest it, but generally feature requests will be more visible in the Tableau Community Ideas forum and should go there instead.

Description

A clear and concise description of what the feature request is. If you think that the value of this feature might not be obvious, include information like how often it is needed, amount of work saved, etc. If your feature request is related to a file or server in a specific state, describe the starting state when the feature can be used, and the end state after using it. If it involves modifying files, an example file may be helpful.
This feature would have it so that this process can be automated through our pipeline and would save the time of having to go in and set it manually.

Activity

  1. RumblingHacked
    added
    enhancement
    needs investigationIssue needs to be looked at by Tableau
    on Jul 12, 2022

  2. jorwoods commented on Jul 16, 2022

    @jorwoods
    jorwoods
    on Jul 16, 2022
    Contributor

    Can you not do this already? I think it is already supported.

    project = server.projects.filter(name=“Test_PO209_V1.1”)[0]
server.projects.populate_permissions(project)
group = server.groups.filter(name=“Leaders”)[0]

leader_rule = TSC.PermissionRule(group.to_reference(), capabilities={
    TSC.Permission.Capability.ProjectLeader: TSC.Permission.Mode.Allow
})
project.permissions.append(leader_rule)

server.projects.update_permissions(project, project.permissions)

  3. RumblingHacked commented on Jul 18, 2022

    @RumblingHacked
    RumblingHacked
    on Jul 18, 2022
    Author

    Thank you, this worked. I went back to check the documentation for TSC and still was not able to find reference on how to do this, would you know where in the docs it would be?

  4. RumblingHacked
    closed this as completedon Jul 18, 2022

  5. jorwoods commented on Jul 18, 2022

    @jorwoods
    jorwoods
    on Jul 18, 2022
    Contributor

    Seems editing permissions is missing from the docs. I knew how to do that from personal experience using the library.

  6. bcantoni commented on Jul 19, 2022

    @bcantoni
    bcantoni
    on Jul 19, 2022
    Contributor

    Let's reopen this one and repurpose to improve the docs in that area.

  7. bcantoni
    reopened this on Jul 19, 2022
  8. bcantoni
    changed the title [-]Feature: Functionality for assigning a group as Project Leader[/-] [+]Clarify/write docs for assigning a group as Project Leader (permissions)[/+] on Jul 19, 2022
  9. bcantoni
    added
    docs
    and removed
    enhancement
    needs investigationIssue needs to be looked at by Tableau
    on Jul 19, 2022
  10. kramantab
    assigned
    kramantab
    and unassigned
    kramantab
    on Jul 22, 2022

  11. kramantab commented on Jan 26, 2023

    @kramantab
    kramantab
    on Jan 26, 2023
    Contributor

    @bcantoni , @jacalata - Do you think this should be documented in the Projects category or in the permissions category? In the REST API docs, this is documented under the permissions methods, so I am thinking that we should do the same for TSC for alignment. we have yet to document the permissions category, but if this belongs there, this would be part of that effort. Let me know what you think.

  12. jacalata commented on Jan 26, 2023

    @jacalata
    jacalata
    on Jan 26, 2023
    Contributor

    permissions sounds right to me.

  13. github-actions commented on Aug 6, 2026

    @github-actions
    github-actionsbot
    on Aug 6, 2026 – with GitHub Actions

    This issue has been automatically marked as stale because it has not had recent activity. It will be closed in 14 days if no further activity occurs. If this is still relevant, please comment to keep it open.

  14. github-actions
    added
    stale
    on Aug 6, 2026
  15. jacalata
    added
    in-progressIssues that are in-progress of being fixed
    and removed
    stale
    on Aug 16, 2026
  16. jacalata
    added a commit that references this issue on Sep 10, 2026

    docs: clarify username formats, ProjectLeader-as-group, and filter sp…

    3113794
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