Certify Assets

A member of the Certifiers group can tag assets to indicate to Alteryx Connect users that these assets are approved by a trusted authority. This allows users to easily identify preferred assets when several have similar properties.

Alternatively, an asset known to contain outdated or inaccurate information can be tagged Do Not Use by a member of the Certifiers group. This helps users avoid these assets.

Certified assets gain prominence in search results. For more information, see Search for Assets.

Only members of the Certifiers group can certify and decertify assets. An administrator must first add one or more users to that group.

To add a user to the Certifiers group:

1. From the menu, go to People > Groups.
2. Under Groups, click Certifiers.
3. Click Edit.
4. Under List of Users, click inside the Member field and add one or more users to the list.
5. Click Save.

As a member of the Certifiers group:

1. Browse to an asset page (report, Alteryx workflow, term, table, and so on).
2. Click the Action drop-down arrow and select Certify.
3. In the Certify window, optionally type a comment and click Execute.

The asset is now tagged  near the top of the asset page, as well as in search results.

As a member of the Certifiers group:

1. Browse to a certified asset.
2. Click the Action drop-down arrow and select Decertify.
3. In the Decertify window, optionally type a comment and click Execute.

As a member of the Certifiers group:

1. Browse to an asset page (report, Alteryx workflow, term, table, and so on).
2. Click the Action drop-down arrow and select Do Not Use.
3. In the Do Not Use window, optionally type a comment and click Execute.

The asset is now tagged  near the top of the asset page, as well as in search results.