Through the Admin Settings page, administrators can manage aspects of user accounts, as well as other aspects of the instance. See Admin Settings Page.
- To make changes to individual user accounts, click Edit Users.
NOTE: You must be an administrator to access this feature.
Important Note on Permissions
Depending on your instance, access to stored assets can be governed by multiple sets of permissions. Access can be governed by:
- Alteryx® permissions
- Domain authentication (e.g. SSO) permissions
- Storage environment (e.g. Hadoop) permissions
When a Alteryx user shares a resource with another user, that second user may not have access to the underlying resource if one of the other permission sets does not provide it. In the Designer Cloud application, the issue may be surfaced as a generic read or access error, which may be difficult for end users to debug.
Tip: Where possible, you should use a single principal user for Alteryx users. If that is not possible, you should verify consistency in access permissions between Designer Cloud Powered by Trifacta platform and the underlying storage environment.
User Account Fields
- Name: Display name for the user.
- Email: The value is the user ID. It must resolve to a valid, accessible email address. Some features of the platform fail to work correctly with invalid email addresses.
Alteryx Administrator: Set this value to
trueto allow the user administrator privileges.
NOTE: You should limit the number of administrator accounts, which have extensive privileges in the application.
- Roles: Designer Cloud Powered by Trifacta platform roles assigned to the user. See Platform Roles below.
SSO Principal: If SSO is enabled, set this value to be the SSO principal value associated with this user.
NOTE: Required value for each user if SSO is enabled. See Configure SSO for AD-LDAP.
Hadoop Principal: If secure impersonation is enabled, set this value to be the Hadoop principal value associated with this user.
NOTE: The user principal value should not include the realm.
NOTE: Required value if secure impersonation is enabled. See Configure for Secure Impersonation.
NOTE: If Kerberos is enabled, verify that all user principals that use the platform are also members of the group of the keytab user.
- Created: Timestamp when the account was created.
- Updated: Timestamp when the account was last modified.
- Disabled: If
true, the account is currently disabled. Else, the account is active. Edit the user to change access.
- Last Login Time: Timestamp for when the account was last used to access the application.
- A value of
Neverindicates that the account has never been used.
- A value of
NOTE: Wrangler Enterprise desktop application users cannot complete this method for password reset. Users of this version must use the self-service method of password reset, which must be enabled in the Designer Cloud Powered by Trifacta platform. For more information, see Enable Self-Service Password Reset.
To reset a user's account password, click Reset Password. Copy the URL and paste it into an email to send the user.
Tip: If you are using Chrome for Windows, press
CTRL+C in the popup to select the password reset URL.
The following platform roles are supported in the Designer Cloud Powered by Trifacta platform.
Alteryx Administrator: Provides administrator roles, which include administering users, changing configuration, and deletion of objects created by other users.
Avoid granting Alteryx Administrator role to many users.
Data Admin: Enables user to use file browsers to browse external file systems such as HDFS, S3, and WASB.
NOTE: The Data Admin role is required to browse HDFS or other non-relational datastores. If an account lacks this role, dataset upload and download and access to JDBC data sources, including Hive, are still supported.
Deployment: In a Development environment, this role can be added to a user's account to enable access to the Deployment Manager.
- In a Production environment where the Deployment Manager applies to the entire instance, this role does not apply.
- For more information, see Configure Deployment Manager.
- For more information on Deployment Manager, see Overview of Deployment Manager.
wrangler: Enables access to the Designer Cloud application. All users accounts must have this role.
NOTE: All users accounts must have this role, which cannot be modified.
To review and modify the user's settings for AWS authentication, click Configure.
NOTE: When you return from configuring your S3 access, your changes there have already been saved.
For more information, see Configure Your Access to S3.
Non-admin users can be enabled or disabled as needed.
- To disable a user, click the checkbox in the Disabled column. Then, click Submit.
Manage Users from the Command Line
The Designer Cloud Powered by Trifacta platform provides a command line interface that enables administrators to create, edit, and delete users. The CLI can also be used to generate password reset URLs.
For more information, see CLI for User Admin.
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