Contents:
Tip: If you are a project owner or workspace admin logging into the Cloud Portal for the first time, you can use these steps to set up the environment for use and invite other users to join.
Integrate the Product
Depending on the edition of the product that you licensed, there may be specific steps required to integrate the Alteryx Analytics Cloud with your environment:
Tip: Please complete the steps listed below for your product edition by following the documentation link. You can then return to complete the remaining steps in this page.
Alteryx Analytics Cloud
Key Tasks:
- Set up your workspace. See Getting Started with Alteryx Analytics Cloud.
- Invite new users. See Invite Users.
Review Environment Settings
After you have deployed the product, you should review the environment settings.
Steps:
- Login to the Cloud Portal as an administrator.
- Select User menu > Admin console.
- Select Project Settings or Workspace Settings.
These settings define features and behaviors in the project or workspace. Key categories and settings:
| Category | Notes |
|---|---|
| API | These settings define whether users are permitted to create and use API access tokens, which allow for access to the REST APIs. Tip: API access is required for developers who wish to build on the platform or users who wish to automate aspects of their data pipelines. |
| Connectivity | These features can enable access to datastores and conversion features, including the use of custom SQL to create imported datasets. Tip: If significant volumes of your data are hosted in relational sources, you should review these settings. |
| Flows, recipes, and plans | These settings enable features related to the development of features, recipes, and plans. Tip: By default, users are permitted to import, export, and share flows and plans, as well as create webhooks to deliver messages outside of the product. If these features need to be disabled, please review these settings. |
| Job execution | These features define aspects of how jobs are executed on Trifacta Photon, which is an in-memory running environment. Tip: Most of these settings are advanced tuning properties. Trifacta Photon may require enablement in your environment. |
| Publishing | These settings can be modified to define the formats that Alteryx Analytics Cloud is permitted to generate. Most output formats are enabled. Tip: The default storage environment setting defines the base storage for the product. You should set this value when you begin using the product. Avoid changing the value after the product has been in use. For more information, see the links at the bottom of the page. |
| Experimental features | These features are early access features that may be modified or even removed at any time. Tip: To begin, you should avoid enabling Experimental features until you are familiar with the product.
|
Invite Users
You can now invite users to your project or workspace. See Invite Users.
Modify Roles
Each invited user is automatically assigned the default role. If needed, you can modify or add other roles to the user account.
NOTE: Without modification, the default role assigned to users permits sufficient access to import, transform, and export data. Access to admin functions and other advanced features may be restricted.
Tip: Roles are additive. Users are permitted the maximum privileges in all assigned roles.
Steps:
- In the Users, find the user to modify. Click the More (...) menu and select Edit.
- Select roles from the Roles drop-down.
- Then, click Edit user.
As needed, you can modify the privileges of existing roles or define new roles.
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