Admin Panel Overview

Tableau Connector gives Jira administrators control over what data can be exported and who can use the connector. The Admin Panel includes four tools to support your organization's data governance: Project Restrictions, Field Restrictions, User Access, and Connector Privacy.

Recommended: Configure the Admin Panel immediately after installation. Project and field restrictions only apply to connectors created after the settings are saved and do not affect existing connectors.

Open the Admin Panel from the app navigation menu under Admin Settings.

App navigation menu showing Admin Settings option

This page is only visible to Jira administrators. Other users will see an access denied message:

Access denied screen shown to non-admin users

Project Restrictions

Project Restrictions control which Jira projects can be exported to Tableau. By default, all projects are enabled. Administrators can uncheck any project to prevent it from being used in connectors.

If a user does not have access to a project in Jira they will not be able to select it in Tableau Connector. All Jira permissions are respected. Project Restrictions are optional and let admins enforce organization-wide rules. For example, blocking a project from being exported even if a user normally has access to it.

Project Restrictions tab showing all projects enabled

Example

Suppose your organization has a sensitive Human Resources project that should never be exported. Unchecking it in the Project Restrictions tab ensures it is excluded from all connectors, regardless of user permissions.

Project Restrictions tab with Human Resources project unchecked

Restricted projects do not appear in the project selector during connector setup. If a JQL query or Jira filter includes them, they are automatically removed server-side.

Project selector showing Human Resources project is no longer available

Field Restrictions

Field Restrictions allow administrators to prevent specific Jira fields from being included in connectors. Restricted fields are hidden from the field picker and will never appear in Tableau exports. By default, all fields are allowed.

Field Restrictions tab with all fields enabled

Example

Your Jira instance contains a custom field called Salary. Unchecking it in the Field Restrictions tab ensures no connector can include it.

Field Restrictions tab with Salary field unchecked

If users search for the field when creating a connector, it will not appear.

Field picker showing no results when searching for Salary

Note: Restrictions apply only to new connectors. Existing connectors that include the field should be deleted.

User Access

User Access controls which Jira groups can use the Tableau Connector. By default, all users have access. After configuring this setting, only users in at least one selected group can use the app. Jira administrators always retain access.

User Access tab showing all groups selected

Example

Say you have a group called tableau-connector-users and you want to restrict the app to only those group members. You would deselect all groups except for that one.

User Access tab with only tableau-connector-users group selected

Users who are not part of this group will see the following restricted message.

Access denied screen shown to users outside the allowed group

Connector Privacy

Connector Privacy controls whether users can see connectors created by others on the same Jira instance. There are two options:

  • All Connectors — Users can view every connector on the instance, including those created by others. This is the default and works best for teams that collaborate and share data exports.
  • Own Connectors Only — Users can only see connectors they created. Other users' connectors and their configurations remain private.

Jira administrators can always see all connectors regardless of this setting.

Example

The default setting All Connectors is selected:

Connector Privacy tab showing both visibility options

All users can access every connector on the Jira instance.

Saved Connectors page showing all connectors across the instance

If the admin selects Own Connectors Only:

Connector Privacy tab with Own Connectors Only selected

Now when users view the Saved Connectors table, they will only see connectors they created. For example, the Jira instance shown below contains connectors from multiple users, but James Morton would only see his own.

James Morton's Saved Connectors page showing only his own connectors

Need Additional Help?

If you have any questions about the Admin Panel or would like to see a new feature please reach out.

Contact us at: support@pallas-apps.com