Administrator Guide

Understand the different types of roles, and capabilities, and how to provide segment permissions.

Role Types

There are 4 user roles within Auto Insights:

Guests

• Can view shared datasets and create Missions.
• Guest users do not have access to Search.

Viewers

• Can view shared datasets and create Missions.
• No access to the admin portal.

Administrators

• Can create and share datasets and create Missions

Organization Administrators

• Can assign administrator rights to any user in the organization.
• Can create and share datasets and create Missions.

*To add an Organization Admin, contact Alteryx Support. 

Role Capabilities

Role Capabilities	Guest	User	Admin	Org Admin
Admin Portal access			✓	✓
Dataset Administration
List My Datasets*			✓	✓
List All Datasets				✓
Create New Datasets			✓	✓
Edit Datasets*			✓	✓
User Administration
See All Users	✓	✓	✓	✓
Invite New User	✓	✓	✓	✓
Create New User				✓
Edit User Details				✓
Delete User				✓
Edit User Role				✓
Group Administration "My Groups" are groups you're a member of.
Create Groups			✓	✓
Delete Groups				✓
Delete My Groups			✓	✓
Edit Groups				✓
Edit My Groups			✓	✓
Add User to Any Group				✓
Add User to My Groups			✓	✓
View My Groups			✓	✓
*Requires access to be provided.

Dataset Access

Groups are used to provide access to a dataset. For each dataset in a group, you can set the following access for Viewers and Owners.

Capability	Viewer	Owner
View Dataset and Insights	✓	✓
Configure Dataset Settings		✓

Gain Access to Load Datasets

By default, Viewers are only able to access datasets that have been assigned to them by Administrators. To access the Admin Portal and load datasets, Viewers first need to have their role upgraded to Administrator by an Organization Administrator.

Dataset Ownership

When you load a dataset, you're automatically made a member of the group created by the dataset load. For example, if you load a dataset called ‘yearly_sales_dataset’, you will automatically become the sole member of the yearly_sales_dataset_ADMIN group.

You can create other groups and add a user with any role type to it. Alternatively, you can add users to a group of which you are a member.

Assign users to groups via the Groups page (detailed below).

Note: An administrator can’t see or assign permissions for any dataset loaded by another administrator unless they’ve been granted access by that administrator.

Admin Portal Pages

Page Name	Description
Overview Page	Overview table which displays: * user name and email details * which datasets users can access and * which Groups users belong to (rollover group icon to reveal detail.)
Groups	Left menu: Shows a list of all groups that the user is able to access. At bottom of menu select +Create new group when necessary. The Group overview pane on right shows the selected Group Name, then its Members and Assigned Datasets. Use +Add New Member to add a member to a group. Use +Assign Access to Dataset to manage access to datasets.
Users	Left menu: Shows a list of usernames. Detail pane show user details.
Datasets	Left menu: Lists all the datasets that the user has access to. The dataset overview pane on right displays the name of the selected dataset, and then: 1. A snapshot of data ingestion progress 2. A panel to upload/display the Dataset Guide.pdf. 3. Access Overview, showing a summary of groups with access to the dataset.
User Access	Select signup mode and set up SSO.

Admin Portal Access Levels

When you’re logged into the Admin Portal, your role type is displayed next to your login name at the top right.

Dataset Admin Process Flow

The following graphic outlines the sequence of steps required for dataset administration.

Set Up Your Organization

1. Auto Insights establishes the organization and creates Organization Admins.

2. Administrators upload datasets.

3. Administrators create user groups.

4. Administrators assign users to groups.

5. Administrators assign group permissions to datasets.

Set Group Access Level

For any dataset of which you are an administrator, you can create a Group and then assign access levels to enable users to configure dataset settings using this control: