Skip to content

Tableau Permissions — People Data Dashboards

The Tableau developer reference for row-level security on the dashboards built from people data — staff surveys, observations, coaching, compensation, and operations walkthroughs. It records exactly who can see whose data, and how the workbooks implement it.

Staff asking what they can see, or how to get access, belong on the help center article instead: How to access Tableau. It carries the plain-language version of Part 1 and the request steps. When behavior changes, update both.

Student-data dashboards are not governed by this page. The nine workbooks listed in Part 2 are the full scope: every row in each of them is about a member of staff.

Part 1 is the behavior reference: the routes, the per-workbook differences, and the exact group names. Part 2 describes the field structure and points at the build reference.

Status: live on nine workbooks, listed in Part 2. Last checked against the calculations in the published workbooks on 2026-09-29.


Part 1 — Behavior reference

Access is decided per row, from the viewer's Tableau group membership, never from their job title or roster row. So access changes by changing a group, with no workbook edit.

The five ways you can be shown a row

You see a row if any one of these is true. They are additive.

Route You see
1 You, or your manager Your own row. Your direct reports' rows.
2 A network-wide group Everything, for a small number of functional groups such as the data team and Employee Relations.
3 Regional operations Your region's rows, if you are in a regional ops group.
4 Regional leadership Your region's rows, if you are a regional leader.
5 Your school Your school's rows, if you are in that school's staff group and hold a role that permits it.

Route 5 needs all three of the right entity, the right school, and a qualifying role. Missing any one of them means no access by that route. On most workbooks an assistant principal's route 5 reaches only the teachers and learning specialists at their school, not every row there.

Most workbooks follow these five routes exactly. The ones that do not are listed under Where a workbook differs.

A sixth route exists for one named group

Paterson TEAM Staff reaches both Paterson Prep schools' rows directly, without the three-part route-5 test. Membership of the group is itself the qualification, and it is scoped to the same rows a school leader or director of school operations at those schools would see.

It works this way because the remit spans both Paterson schools rather than sitting at one of them. It is the only group scoped like this; everyone else goes through routes 1 to 5.

Route 3 does not currently reach Paterson

The regional operations route names TEAM and KIPP Cooper Norcross for NJ, and Miami for Miami. Paterson appears in the entity and school routes but not in route 3, so NJ regional ops staff do not reach Paterson rows by that route. Whether Paterson joins the NJ group or gets its own is an open decision.

What central office can and cannot see

Central office (KTAF) staff have oversight of the regions, not of each other.

Being in the central office group grants visibility into TEAM, KIPP Cooper Norcross, KIPP Miami, and KIPP Paterson rows. It does not grant visibility into other central office rows. Those are reachable only by being the person themselves, being their direct manager, or belonging to one of the network-wide groups in route 2.

A known consequence

A central office director does not see their reports' reports. Route 1 covers only the direct manager. This is accepted rather than accidental — the reasoning is in the design spec linked at the end of this page.

The exception: Survey Dashboard completion tracking

On the completion tracking sheets the central office group sees every row in every region, other central office staff included. This is deliberate.

The support sheets start from the same grant but limit central office staff to the questions about their own department. See The support surveys are scoped by the department being rated.

Senior leaders are shielded further

On Manager Survey Reports, Manager Survey Rollup and Leadership Development, rows about chief-level staff are hidden from TEAM Council. Most chiefs sit on TEAM Council, so this is what stops them seeing each other's rows. The rows stay visible to the person, their manager, and the data, Employee Relations and Leadership Development groups. A central office chief's row is outside the regional routes already, so those are the only people who see it.

Seniority is read from the ADP job function rather than from job title text, so a newly created senior title is covered automatically without anyone editing a workbook.

Where the job function is missing, a job-title fallback applies instead: chief titles, president, and executive director. The job function is missing on most historical rows, so the fallback does the work on older data rather than being a rare edge case. It is deliberately a shade broader than the job function itself, which places executive directors and deputy chiefs one tier below chief level.

Senior leaders' stipends are shielded wider

The Stipend and Bonus Dashboard hides a larger group, from more routes. Stipends paid to anyone whose job function is chief level, "EDs, HOSs, MDOs", or "KTAF or Regional Managing Director" are hidden from TEAM Council, regional operations, regional leadership and school-based viewers.

They stay visible to the person, their manager, and the data and Employee Relations groups, which process payments. Where the job function is missing, titles containing chief, president, managing director, head of schools or executive director count instead.

Where a workbook differs

Workbook Difference from the five routes
Coaching Conversation Tool You see your own observations only once they are released: a score form once it is locked, other observations once the coaching-conversation window opens. Observations outside a tracked cycle show straight away. Your manager sees them immediately.
SchoolMint Grow Dashboard Route 1 is your manager only. Your own observations are in the Coaching Conversation Tool. The norming sheets widen route 4: school leaders see their whole region on every norming sheet, and APs and DSOs see their region on the summary norming sheets. On the norming sheets that name individual teachers, APs and DSOs stay at their own school.
Survey Dashboard Three gates, one each for Intent to Return, the support surveys and completion tracking. Intent to Return has its own section below. Support and completion tracking have no route 1, grant central office every region (limited to their own department on the support sheets), and add region-wide access for Teaching and Learning, Technology, School Support Directors and Special Education Directors. APs see every row at their school.
Operations Systems The performance-management sheets follow the five routes, but APs do not qualify for route 5. The walkthrough sheets work differently; see The walkthrough sheets scope by the school walked.
Stipend and Bonus Dashboard The stipend shield above. The HR download sheets are narrower still: only the data and Employee Relations groups see them.
Miami Instructional Rubrics New Teacher Development sees everything. NTN coordinators qualify for route 5 alongside school leaders, DSOs and APs.
Personalized Survey Links Your own link only. Nobody else sees it, including your manager.
Leadership Development (archived) Only school leaders qualify for route 5.

The Intent to Return survey is different

Intent to Return answers reach fewer people than anything else on Tableau, and who they reach depends on your own level. Nobody at your own level ever sees them. This is the most complicated gate in the network, so it is worth reading from both sides.

If you answered, who sees it

If you are Your answers reach
A teacher or learning specialist Your manager, your school's assistant principals, your school leader and director of school operations, your regional leadership, and the Employee Relations, Recruiting and Leadership Development teams
An assistant school leader Your manager, your school leader and director of school operations, your regional leadership, and those three teams — not other assistant principals
A school leader or director of school operations Your manager, your regional leadership, and those three teams — not other school leaders or DSOs
A departmental director Your manager, your region's senior leadership, and those three teams — not other directors in your department
Regional leadership Your manager and those three teams — not other regional leaders
Central office staff Your manager and those three teams. No regional leader sees central office answers

Two audiences are on every row above and are easy to miss. The data team administers the survey and reaches every response. TEAM Council reaches every response too, with one exception — answers from chief-level staff, which it does not see.

If you are a viewer, what you see

Eight routes, and the peer exclusion differs on each because "your own level" means something different depending on where you sit.

Route Who Reaches Minus
1 You, and the manager recorded on the response that response nothing — you see your own answers, and your manager sees yours, even when you are both director-rank
2 The administrators of the process — the Data, Employee Relations, Recruiting, and Leadership Development teams everything, network-wide nothing
3a Managing directors of school operations, heads of schools, managing directors of operations your region regional-leadership respondents. Directors stay visible — you sit above them
3b The Syndicate your region regional leadership, and director-rank peers — except school operations directors, who are your own line of report
3c School Support Directors your region regional leadership, and every director rank
4 School leaders and directors of school operations your school each other
5 Assistant principals teachers and learning specialists at your school everyone else at that school
6 Special Education Directors, KIPP Forward Directors your own department, in your own region director-rank peers. Associate directors stay visible
7 TEAM Council everyone, network-wide chief-level respondents
8 Paterson TEAM Staff both Paterson Prep schools school leadership, the same people a Paterson school leader cannot see

Routes 3a, 3b and 3c look redundant and are not. They are three groups sitting at three different heights, so one shared exclusion would hide the wrong people: a managing director should still see their directors, while a Syndicate member should not see director-rank peers — but should still see the school operations directors who report to them.

Roles in training are treated as the level they are developing into, not the level above: a school leader in residence, a school operations fellow and an associate director of school operations are all visible to their school's leadership, the same as an assistant school leader is.

Two further protections apply to everyone. A manager who changes roles does not keep access to your older answers, and a new manager does not gain access to answers you gave before they managed you. And the free-text boxes carry the same restriction as the rest — there is no wider audience for comments.

Peer exclusions match the title you held when you answered

Every attribute on a survey response is a snapshot from the moment it was given, while Tableau group membership is always current. So a school leader sees three years of their school's answers, including their predecessor's staff — and someone who changes schools leaves their old answers with the old school's leadership.

Three limits worth knowing

These are accepted, not undiscovered. Each is a place the gate is approximate.

  • The TEAM Council shield hides chief-level titles, not council membership. Tableau can only ask which groups the viewer belongs to, never the respondent, so route 7's exclusion has to be inferred from job title. A council member whose title is senior but not chief level therefore stays visible to fellow members.
  • Miami's KIPP Forward staff have no departmental viewer. Route 6 is scoped by region, and Miami has KIPP Forward respondents but no KIPP Forward director of its own, so those answers reach only their manager and the route-2 teams.
  • Two titles cannot be ranked from text. Bare Fellow and bare Director say nothing about seniority on their own, so the peer exclusions cannot place them. #4631 replaces every title test with a job-function code and removes this whole class of guesswork.

The support surveys are scoped by the department being rated

The Survey Dashboard's support sheets ask staff to rate how well a central office department supports them. Each of those questions is tagged with the department it rates. What you see depends on where you sit.

You are You see
School-based leadership — school leader, DSO, AP, or Paterson TEAM Staff Every question, every department, for your own school
Regional staff outside central office — regional ops, AcOps, School Support Directors, Special Education Directors, regional Technology Your own department's questions, for your region. Nothing else — not the questions that rate no department
Central office staff Your own department's questions, from every region. Nothing else — not the questions that rate no department

For regional and central office staff, the department test applies on top of entity, region and school. Belonging to the Operations group does not show you Operations feedback from a region you cannot otherwise reach — both tests have to pass. The central office group passes the entity, region and school tests for every row, so for central office staff the department is the only thing that narrows. Anyone outside school-based leadership who is in no department group sees nothing on these sheets.

Four groups see every department regardless: the data team, TEAM Council, managing directors of school operations, and heads of schools. The last two sit across departments, so scoping them to one would hide most of what they oversee. On these sheets TEAM Council is KNJ-SG-Tableau TC, not the Group Staff TC group the other workbooks use.

The department groups

For central office and regional staff: ask for the one matching the department whose feedback you need to read. School-based leadership does not need one.

Department rated Group
Compliance KNJ-SG-Tableau All Compliance
Data KNJ-SG-Tableau All Data
Development TS-DL-Advancement
Finance, including Purchasing TS-SG-R9 Finance or TS-SG-R9 Purchasing
Human Resources - Employee Relations Group Staff Employee Relations
Leadership Development KNJ-SG-Tableau All Leadership Development
Marketing, Comms and Enrollment KNJ-SG-Tableau All Marketing Comms and Enrollment
Operations KNJ-SG-Tableau All Operations
Real Estate and Facilities TS-SG-R9 Facilities
Special Education KNJ-SG-Tableau Special Education Directors
Talent Acquisition KNJ-SG-Tableau All Recruiting
Teacher Development KNJ-SG-Tableau All New Teacher Development
Teaching and Learning KNJ-SG-Tableau All T&L
Technology TS-SG-R9 Technology

Questions that rate no department

Some questions rate the organisation rather than a department — whether your region is headed in the right direction, and the free-text boxes asking for any other feedback. Those carry no department, so nobody who is scoped by department sees them. They reach only school-based leadership, for their own school, and the four groups above that see every department.

!!! warning "The support sheets do not show respondent names, and that is not the same as anonymous"

The department gate drops the respondent-name question from every support
sheet, so none of them displays a respondent's name. Treat that as the
normal reading experience rather than as a guarantee, because two things sit
outside it.

The underlying data still carries the name, along with employee number and
email. Tableau has no way to hide a column from someone who can download the
data or edit the workbook on the web, so those two permissions reach it
whatever any sheet shows. Web editing also lets a person take the permission
filter off a sheet, which is why that permission is the one worth being
careful with.

And a respondent can name themselves inside their own free-text answer.
Nothing in the permissions model can strip that. Anyone who can reach the
row can read the words in it.

The walkthrough sheets scope by the school walked

On Operations Systems, a row from the Operations EKG walkthrough form is about the school that was walked, not about the person who filled the form in. So school leaders and DSOs see their own school's walkthroughs regardless of who carried them out — and they do not see walkthroughs they carried out at other schools.

The broader operations groups — the data team, TEAM Council, managing directors and the Syndicate — see every region here on purpose, because walkthroughs are a cross-regional practice.

Rooms do not grant access

Working in a Room — the office locations rather than a school — does not grant visibility of that Room's occupants. Room-based staff reach data through the network-wide and regional-leadership routes instead.

This matters because Rooms are shared: Room 9 has occupants from more than one entity, so treating a Room like a school would hand people access across entity lines.

No by-name grants

Individual, by-name grants inside a workbook are not permitted. They are invisible to anyone auditing group membership, and they survive the person changing roles. Grant access by group only. One by-name grant is still live, on the Stipend and Bonus Dashboard's HR download sheets, and is tracked for removal in the playbook linked in Part 2.

Group names

These are the exact names the calculations test. ISMEMBEROF against a name that does not exist cannot fail loudly: the branch never matches, so the viewer sees nothing and there is no error to chase. Check a new name against the Tableau site's group list before putting it in a calculation.

Your entity — everyone has one

Entity Group
TEAM (Newark) KNJ-SG-Tableau All Staff TEAM Schools
KIPP Cooper Norcross (Camden) KNJ-SG-Tableau All Staff KCNA
KIPP Miami KNJ-SG-Tableau All Staff MIA
KIPP Paterson KNJ-SG-Tableau All Staff Paterson
Central office KNJ-SG-Tableau All Staff KTAF

Your school

The rule is KNJ-SG-Tableau All Staff followed by the school name — with five exceptions where the group kept an older name. Ask for the group in the right column, not the name in the left.

School Group
KIPP BOLD Academy KNJ-SG-Tableau All Staff KIPP BOLD Academy
KIPP Cooper Norcross High KNJ-SG-Tableau All Staff KIPP Cooper Norcross High
KIPP Courage Academy KNJ-SG-Tableau All Staff KIPP Courage Academy
KIPP Hatch Middle KNJ-SG-Tableau All Staff KIPP Hatch Academy
KIPP Justice Academy KNJ-SG-Tableau All Staff KIPP Justice Academy
KIPP Lanning Square Middle KNJ-SG-Tableau All Staff KIPP Lanning Square Middle
KIPP Lanning Square Primary KNJ-SG-Tableau All Staff KIPP Lanning Square Primary
KIPP Legacy Elementary KNJ-SG-Tableau All Staff KIPP Legacy Elementary
KIPP Legacy Middle KNJ-SG-Tableau All Staff KIPP Legacy Middle
KIPP Life Academy KNJ-SG-Tableau All Staff KIPP Life Academy
KIPP Miami - North Campus KNJ-SG-Tableau All Staff KIPP Miami - North Campus
KIPP Miami - Poinciana Campus KNJ-SG-Tableau All Staff Poinciana Campus
KIPP Miami Technical High KNJ-SG-Tableau All Staff KIPP Miami Technical High
KIPP Newark Collegiate Academy KNJ-SG-Tableau All Staff KIPP Newark Collegiate Academy
KIPP Newark Lab High School KNJ-SG-Tableau All Staff KIPP Newark Lab High School
KIPP Purpose Academy KNJ-SG-Tableau All Staff KIPP Purpose Academy
KIPP Rise Academy KNJ-SG-Tableau All Staff KIPP Rise Academy
KIPP Royalty Academy KNJ-SG-Tableau All Staff KIPP Royalty Academy
KIPP SPARK Academy KNJ-SG-Tableau All Staff KIPP SPARK Academy
KIPP Seek Academy KNJ-SG-Tableau All Staff KIPP Seek Academy
KIPP Sumner Elementary KNJ-SG-Tableau All Staff KIPP Sumner Academy
KIPP TEAM Academy KNJ-SG-Tableau All Staff KIPP TEAM Academy
KIPP THRIVE Academy KNJ-SG-Tableau All Staff KIPP THRIVE Academy
KIPP Upper Roseville Academy KNJ-SG-Tableau All Staff KIPP Upper Roseville Academy
Paterson Prep Elementary School KNJ-SG-Tableau All Staff KIPP Paterson Prep Elementary
Paterson Prep Middle School KNJ-SG-Tableau All Staff KIPP Paterson Prep Middle

The five where the names differ are Hatch, Poinciana, Sumner, and both Paterson Prep schools.

Rooms are deliberately absent — see Rooms do not grant access.

Your role — needed for route 5, on top of entity and school

Role Group
School leader KNJ-SG-Tableau All SL
Director of school operations KNJ-SG-Tableau All DSO
Assistant principal KNJ-SG-Tableau All AP
NTN coordinator TS-DL-NTN Coordinators

The NTN coordinator group qualifies on Miami Instructional Rubrics only. Which roles qualify on the other workbooks is in Where a workbook differs.

Paterson-wide remits

Who Group
School-leader-equivalent across both Paterson Prep schools Paterson TEAM Staff

This one grants on its own — no entity or school group is needed alongside it, because the two Paterson Prep locations belong to KIPP Paterson and nobody else. Note it has no KNJ-SG-Tableau prefix; that is the real name.

Regional operations and leadership

Who Group
NJ regional operations Group Staff NJ Regional
Miami regional operations Group Staff MIA Regional
Managing director of school operations KNJ-SG-Tableau All MDSO
Head of schools KNJ-SG-Tableau All HOS
Managing director of operations KNJ-SG-Tableau All MDO
Academic operations KNJ-SG-Tableau AcOps
The Syndicate KNJ-SG-Tableau The Syndicate
School support directors KNJ-SG-Tableau School Support Directors
Special education directors KNJ-SG-Tableau Special Education Directors
KIPP Forward directors KNJ-SG-Tableau KIPP Forward Directors
Teaching and Learning KNJ-SG-Tableau All T&L
Technology TS-SG-R9 Technology

The last two are region-wide on the Survey Dashboard's support and completion sheets only, and both also rate as a department on the support sheets. KNJ-SG-Tableau All T&L matches the roster's Teaching and Learning department exactly. Use it rather than NJ Teaching and Learning or Teaching & Learning, which cover only part of the department.

Network-wide functional groups

These grant broadly and are not added on request from an individual — they follow from the function you sit in.

Group Sees everything on
KNJ-SG-Tableau All Data every workbook except Personalized Survey Links
Group Staff Employee Relations every workbook except Operations Systems, Personalized Survey Links, and the Survey Dashboard's support and completion sheets
Leadership Development Manager Survey Reports and Rollup, Coaching Conversation Tool, SchoolMint Grow, Miami Instructional Rubrics, Intent to Return
Group Staff TC (TEAM Council) most workbooks; see the senior-leader and stipend shields
KNJ-SG-Tableau TC (TEAM Council) the Survey Dashboard's support and completion sheets
KNJ-SG-Tableau All Recruiting Intent to Return
KNJ-SG-Tableau All New Teacher Development Miami Instructional Rubrics

Not every workbook grants every group

The network-wide list above is the one tier that legitimately differs per workbook, so membership of one of these does not guarantee access to all nine. The entity and school groups behave the same way everywhere.


Part 2 — What the fields are

Row-level security is implemented as Tableau calculated fields inside each workbook. This section is enough to read a workbook and know what you are looking at. It is not enough to build one.

To build, repair, or audit a workbook, use the playbook — docs/superpowers/plans/2026-07-31-tableau-workbook-remediation.md. It carries the paste-ready text of every field, the order to create them in, how to resolve field names, where to attach the filter, the per-workbook variants, the verification personas, and the outstanding work. Calc text lives only there, not on this page. The playbook can still fall behind the workbooks: where the two disagree, the published workbook is what runs, so audit from its .twbx.

The five fields

Four are needed in every gated workbook; the fifth only where senior leaders are shielded from each other.

Field Answers
RLS - Entity Gate Is the viewer in the staff group for this row's entity?
RLS - Location Gate Is the viewer in the staff group for this row's location?
RLS - Role Gate Does the viewer hold a role that may see school-based rows?
RLS - Subject Is Senior Leader Should this row be shielded from peers?
Permissions The five routes from Part 1. This is the field that gets applied as a filter.

They are separate fields rather than one calculation because the entity gate is needed by two different routes, because a per-workbook difference becomes a one-line edit to a small field instead of surgery inside a long one, and because each gate can be put on a sheet by itself and compared against a row — which is how you find out why someone sees the wrong thing.

The gates read group membership, never the viewer's own roster row. That is what makes cross-entity supervision work: someone employed by TEAM who oversees Paterson schools gets Paterson visibility by being added to the Paterson group, with no change to any workbook.

A workbook can hold more than one permission field, where particular sheets need a different rule. So "the Permissions field is correct" does not by itself mean a workbook is correctly gated, and the per-sheet answer is in the playbook rather than here.

Workbook Permission fields
Survey Dashboard Permissions - Completion, Permissions - Support with RLS - Department Gate beside it, Permissions - ITR
SchoolMint Grow Dashboard Permissions, Permissions - Norming, Permissions - Norming - Individual Data (two spaces before the first hyphen)
Stipend and Bonus Dashboard Permissions, Permissions HR Download
Operations Systems one Permissions per datasource, with different text
Personalized Survey Links Permissions - Self only, with none of the gate fields

The gated workbooks

Nine workbooks carry a Permissions field. All sit in the Production project and all are tagged entra-ready on Tableau Server. A gated workbook without that tag is either unfinished or was built without following the playbook.

The reverse does not hold. Querying the tag returns 11, not nine, because the two workbooks described below the table carry it as well. The table is the inventory; the tag is a superset of it.

Workbook Datasource
Manager Survey Reports rpt_tableau__manager_survey_details
Manager Survey Rollup rpt_tableau__manager_survey_details
Coaching Conversation Tool rpt_tableau__schoolmint_grow_observation_details
SchoolMint Grow Dashboard rpt_tableau__schoolmint_grow_observation_details, rpt_tableau__schoolmint_grow_goals, rpt_tableau__teacher_observations
Survey Dashboard rpt_tableau__survey_responses, rpt_tableau__survey_completion
Miami Instructional Rubrics rpt_tableau__content_team
Operations Systems rpt_tableau__operations_pm, rpt_tableau__operations_ekg
Stipend and Bonus Dashboard rpt_tableau__stipend_and_bonus_app
Personalized Survey Links rpt_tableau__survey_completion

Two workbooks sit outside the table. Federal Grants Timesheet Approval reads a live Google Sheet rather than a dbt extract, so it has no gated datasource. Leadership Development is archive-only, leader performance management having moved to Lattice; it is one of three workbooks that shield senior leaders from each other. Neither is a gap.

Each of these uses an embedded extract rather than a published datasource, so this table is the readable mapping. It is not the only one: Tableau Server does report a workbook's upstream datasources, embedded ones included, so the table can be checked against the server rather than trusted on faith. Do check it after any repoint — a repoint that adds the new datasource without detaching the old one leaves both attached, and only the server shows that. Manager Survey Rollup is in that state now: int_surveys__manager_survey_details is still attached with its old permission fields, though no sheet reads it. Per-workbook variants, and the two archived workbooks that predate this model, are in the playbook.

  • Build, repair, and audit reference, with all calc text and the outstanding work: docs/superpowers/plans/2026-07-31-tableau-workbook-remediation.md
  • How to read and change these calculations programmatically, and how to republish without dropping the entra-ready tag this page treats as the inventory: the tableau-workbook-xml skill
  • Design rationale for each tier and each peer-exclusion helper: docs/superpowers/specs/2026-07-30-tableau-rls-entra-migration-design.md
  • #4631 — replaces every job-title test with a job-function code, which removes the title fallbacks this page describes as approximate