Users Page

Tabs: 

• Click one of the tabs to display all users or a filtered list based on user status.

• Pending invitations can be reviewed in the Invited tab.

• Name: Display name for the user. Click the name of the user to review details about the user account. See 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 Designer Cloud application

Actions:

• Invite users: See "Invite Users" below.

• Search: Enter text to begin searching for specific usernames or email addresses.

• Sort: Click a column name to sort the list of users in ascending or descending order.

For each user, you can perform the following actions in the context menu:

• Configure storage: If per-user access is enabled, 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.
  

• Change admin role: Change the admin role status of the user. See Roles below.

• Suspend member: When a user is suspended, the user cannot access the Designer Cloud application.
  • The suspended user still counts against the project or workspace limit.
  • 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 other users that have access.
  • To permit a user access again, select Reactivate member.

• Disable: When a user is disabled, the user cannot access the Designer Cloud application.

  • All of the user's flows and datasets are retained.
    

    NOTE: Schedules owned by a disabled user continue to execute. An admin can disable the schedule. See Schedules Page.

    
    

  • Resources such as connections and flows that are owned by the user become inaccessible to other users that have access.
  • To permit access again, select Enable.

• Remove: When a user is removed, the user's account, including all assets such as imported datasets, samples, and recipes, are removed from the Designer Cloud application.
  

  • At time of removal, you can choose to transfer ownership of the user's assets to another user. If those assets are not transferred, they are removed with the user's account.

    If you must recover a removed user or that user's assets, please contact Alteryx Support within 14 days of the deletion.

  • An admin cannot remove himself or herself from the project or workspace.

Status

Users can be set to one of the following statuses:

• Active: User can log in and use the Designer Cloud application normally.
• Invited: User has been sent an email but has not yet clicked the link to activate the account.

• Suspended: User has been suspended by an administrator from using the project or workspace.

  NOTE: A suspended user's flows and datasets are still stored within the Designer Cloud application. However, the user cannot access them. Ownership of these objects has not been transferred. An administrator has ownership privileges on the user's objects.

Invite Users

To invite users to your project or workspace, please do the following:

 For more information, see Invite Users.

Edit Users

To modify a user account, please complete the following steps.

Steps:

1. Locate the user in the list of users.
2. In the context menu on the right side of the user's listing, select Edit.

3. In the Edit User dialog, modify the following properties as needed:

Name: The display name of the user.

Email: The email address is used as the login identifier. This value cannot be modified.

Roles: Select or remove the roles to assign to the user. For more information, see Roles Page.

Roles

Users can have one of the following roles: