Administer Users

Version:
2020.3
Last modified: September 01, 2020

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, select Edit.
    3. In the list of domains, select Add.
    4. Type your email Domain (for example, companyxyz.com) and Comment.
    5. Select Save.

    Create a New User

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

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

    5. Send a message to the new user:
      • From the menu, select Share.
      • Type a message, including the new user's username and password.
      • Select 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, select Edit.
    4. In the List of Users section, add the new user to the list.
    5. Select 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. Select the menu Menu in the People folder. You can view the number of users to invite.
    2. Select Invite x users.

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

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