Administer Users

Version:
2019.3
Last modified: May 21, 2021

Create user accounts for those who need access to read, contribute to, and administer asset metadata. Users can be viewed in the People folder. To create a new user, your account must be a member of the Administrators group.

About User Permissions

You assign a new user to a specific permissions group:

  • Administrators: Users with administration (full) permissions
  • Certifiers: Users with permission to certify assets. See Certify Assets.
  • Contributors: Users with editing permissions
  • Readers: Users with basic (view) permissions

Permissions are inherited, and can be set on each folder separately.

    Allow User Self-registration

    To allow users to self-register, you must add your company's email domain to the Allowed Domains listing.

    1. In the Search bar, search for "Allowed Domains".
    2. On the Allowed Domains page, click Edit.
    3. In the list of domains, click Add.
    4. Type your email Domain (for example, companyxyz.com) and Comment.
    5. Click Save.

    Create a New User

    Only users with the specified email can log in to Connect.

    1. From the main menu, click People.
    2. In the lower-right corner of the window, click the Create (+) button, type the user's name, and then click Create.
    3. At a minimum, complete the following fields:
      • Full Name
      • Email
      • Login
      • Password
    4. Click Save.

      The user is created, and is automatically assigned to the Contributors group.

    5. Send a message to the new user:
      • From the menu, click Share.
      • Type a message, including the new user's username and password.
      • Click Share.

    Change a User's Group Membership

    1. From the main menu, select People > Groups.
    2. Select the group to which you want to add the new user.
    3. From the menu, click Edit.
    4. In the List of Users section, add the new user to the list.
    5. Click Save.

    Invite Loaded Users

    If user names were loaded from a data source, such as Tableau Server, they appear in the People folder but are not automatically invited to register with Alteryx Connect. To check the number of uninvited users and to invite them:

    1. Click the menuMenuin the People folder. You can view the number of users to invite.
    2. Click Invite x users.

    Email invitations are sent to all invited users to confirm their email addresses and provide their full names and login passwords.

    Was This Page Helpful?

    Running into problems or issues with your Alteryx product? Visit the Alteryx Community or contact support. Can't submit this form? Email us.