Use the Workspace Users page to add, suspend, or remove users from the workspace. You can also reset passwords and change roles.
- Click one of the tabs to display all users of the workspace or a filtered list based on user status.
Name: Display name for the user. Click the name of the user to review details about the user account. See Workspace User Details Page.
- Email: Username (email address of users)
- Status: Current status of the user. See "Status" below.
- Last login: Timestamp for the last time that the user logged in to the workspace
- Search: Enter text to begin searching for specific usernames or email addresses.
Context menu actions:
For each user, you can perform the following actions in the context menu:
- Configure storage: If per-user access is enabled for the workspace, you can configure the access credentials for individual users, either using key-secret combinations or IAM roles. For more information, see Configure Your Access to S3.
- Edit: Modify user properties, including platform roles. See "Edit Users" below.
Reset password: Self-service password reset is enabled by default. If enabled, click this option to send an email to the user to reset his or her password.
NOTE: Only platform administrators can reset a user's password. Workspace admins cannot.
- Disable: When a workspace user is disabled, the user cannot access the workspace.
- All of the user's flows and datasets are retained.
- Resources such as connections and flows that are owned by the user become inaccessible to workspace users that have access.
- To permit access again, select Enable.
Users in the workspace can be set to one of the following statuses:
- Enabled: User can log in and use the workspace normally.
Disabled: User account has been disabled by a workspace administrator. User cannot use the workspace.
NOTE: A disabled user's flows and datasets are still stored within the workspace. However, the user cannot access them. Ownership of these objects has not been transferred. A workspace administrator has ownership privileges on the user's objects.
To modify a user account in the workspace, please complete the following steps.
NOTE: For security reasons, an administrator is not permitted to edit some settings in the administrator's own account.
- Locate the user in the list of users in the workspace.
- In the context menu on the right side of the user's listing, select Edit.
In the Edit User dialog, modify the following properties as needed:
Name: The display name of the user.
NOTE: Only platform administrators can edit a user name. Workspace admins cannot.
Email: The email address is used as the login identifier. This value cannot be modified.
Roles: Select or remove the workspace roles to assign to the user. For more information, see Workspace Roles Page.
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.
Deployment management: When selected, this user is assigned the deployment role in the platform. In a Development environment, this role can be added to a user's account to enable access to the Deployment Manager.
NOTE: Deployment management user accounts are intended for managing production execution of flows. These users have a different and limited user interface in the Trifacta application. There should be a limited number of these accounts.
NOTE: Only platform administrators can assign the Deployment management role. Workspace admins cannot.
Tip: A deployment user should be assigned flow_author role for the workspace. Lesser flow roles may prevent the deployment user from properly importing and managing flows. See Workspace Roles Page.
- 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.
Platform admin: When selected, the user is granted admin privileges over the platform. These privileges include user administration, ability to modify platform settings, and permissions to use admin-only API endpoints.
NOTE: Avoid providing the Platform admin permission to a large number of users.
To save your changes, click Edit user.
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