Manage Users

Through the Admin Settings page, administrators can manage aspects of user accounts, as well as other aspects of the deployment. 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 deployment, 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.

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 true to 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.

• AWS: If you are connecting to AWS and using S3 for storage, you must populate the following values for each user to enable access to storage:

  • AWS Key: The AWS key value required for access for this user.
  • AWS Secret: The AWS secret value associated with the key.

  • S3 Default Bucket: The name of the S3 bucket that is the default storage for the user. 

    Tip: Additional buckets can be specified in individual user accounts. See User Profile 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.

• 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 Never indicates that the account has never been used.

Edit Users

Password Reset

To reset a user's account password, click Reset. Copy the URL and paste it into an email to send the user.

Disable User

Non-admin users can be enabled or disabled as needed. 

• To disable a user, click the checkbox in the Disabled column. Then, click Submit.

Platform Roles

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 deployment management. 

  • In a Production environment where deployment management is for the entire platform instance, this role does not apply. 
  • For more information, see Configure Deployment Management.
  • For more information on deployment management, see Overview of Deployment Management.

• 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.

Default roles

Default roles provisioned to new users can be defined in platform configuration. You can apply this change through the Admin Settings Page (recommended) or trifacta-conf.json. For more information, see Platform Configuration Methods.

Modify the following property:

"webapp.defaultUserRoles": "wrangler,dataAdmin",

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.