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User Details Page

Review details about the selected user's account and make changes, including transferring ownership of all of the user's assets.

Overview Tab
WorkspaceUserDetailsPage-OverviewTab.png

Figure: Overview tab

Context menu actions:

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

  • Edit:Modify user properties, including platform roles. SeeUsers Page.

  • 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.

  • 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 user is disabled, the user cannot access the Trifacta Application.

    • The disabled user still counts against the workspace limit.

    • All of the user's assets are retained.

    • Assets that are owned by the user become inaccessible to other users that have access.

      Note

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

    • To permit access again, select Enable.

  • Remove: When a user is removed, the user's account and all assets are removed from the Trifacta 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.

      Warning

      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.

Group membership

Any group assignments are listed in this section.

For more information on groups, see Configure Users and Groups.

Roles

The roles assigned to the user are listed. For more information, see Roles Page.

Privileges

In this section, you can review the maximal set of privileges that are assigned to the user.

User Details

Information on the current status and recent activity of the user. If the user has any platform roles, they are listed here. These roles can be enabled or disabled when you edit the user.

Assets Tab

In the Assets tab, you can review all assets owned by the user by asset category.

Warning

Asset transfer cannot be undone.

Tip

After asset ownership has been transferred, the original user retains access to the asset or assets as a collaborator, except for macros.

WorkspaceUserDetailsPage-AssetsTab.png

Figure: Assets tab

To transfer one or more assets:

  1. Click the asset category on the left side.

  2. Locate or search for the asset.

    Tip

    Search results are constrained to the currently selected category.

  3. Click the checkbox next to the asset or assets that you wish to transfer.

  4. You can select assets from other categories, too.

  5. Then, click Transfer.

  6. Specify the user to whom you wish to transfer the assets. Then, click Transfer ownership.

    Note

    Asset transfer cannot be undone.

To transfer all of a user's assets:

  1. Click Transfer all.

  2. Specify the user to whom you wish to transfer the assets. Then, click Transfer ownership.

    Note

    Asset transfer cannot be undone.

For more information, see Transfer Asset Ownership.

Bulk transfer via API

Administrators can also perform transfers of ownership of all of a user's assets using APIs. https://api.trifacta.com/ee/9.7/index.html#operation/transferUserAssetsInCurrentWorkspace