Invite Users
Administrators can manage the users who are permitted to use the Alteryx Analytics Cloud.
All of these functions are available through the Admin console. For more information, see Admin Console.
Invite User
To permit a user to access the Trifacta Application, an administrator must complete the following steps.
Note
When a user accepts your invitation, the additional user counts toward the maximum number of permitted users.
Note
If you are re-inviting a user who has been removed, you must wait 14 days to invite the user back to the same project or workspace and retain the user's data. If restoring the user's assets is not important, please contact Alteryx Support for immediate re-instatement.
Steps:
Login to the Trifacta Application as an administrator.
From the left navigation bar, select User menu > Admin console > Users.
In the Users page, click Invite users.
In the Invite users dialog, enter a comma-separated list of email addresses to which to send invites.
These addresses become the user identifier for logging into the Trifacta Application.
Avoid sending invites to email aliases.
Example:
joe.smith@example.com, mary.jones@example.com
To invite the list of users, click Invite users.
An email is sent to each valid user email address that you listed. The receiving user must click the link in the email to accept the invitation.
The user is invited via email and created in the Trifacta Application. You can modify the user account as needed before the user chooses to log in. See below.
For more information, see Users Page.
Edit User
Edit roles
Steps:
In the Users page, locate the user to review.
On the right side of the row for the user, click the Actions menu.
Select Edit user.
In the dialog, you can add and remove roles for the user account.
When finished, click Edit User.
Change AWS storage
Administrators have the following options for configuring individual user storage:
Workspace mode: all users share the same storage credentials and locations for managing their workspace assets. No further configuration is required.
User mode: if the workspace has been configured to rely on user-specific storage configuration, additional configuration may be required.
Assign roles
When the account is created, it is automatically assigned the Default role. You should review the permissions associated with this role and to determine if the user needs to be assigned a different one. For more information, see Roles Page.
Disable User
Note
Disabled users still count toward workspace limits on number of users.
If needed, a user's account can be disabled from accessing the Alteryx Analytics Cloud. When a user account is disabled:
The user can no longer log in to the Trifacta Application or use any available API endpoints.
The user's assets in Trifacta Application are retained. They can be accessed by other users who have been granted permission.
To disable a user, please complete the following steps:
Steps:
In the Users page, locate the user to disable.
On the right side of the row for the user, click the Actions menu.
To disable Disable. Click Disable to confirm.
To reactivate a disable member, click Enable.
Effective immediately, the user cannot log in to the application.
Remove User
To remove a user completely, please complete the following steps.
Warning
When a user is removed from the Alteryx Analytics Cloud, any assets that are owned by the user must be reassigned to other users, or they are lost and no longer accessible even by an administrator.
Steps:
In the Users page, locate the user to remove.
On the right side of the row for the user, click the Actions menu.
Select Remove.
If the user owns assets, you can choose to assign them to another user. If you do not assign them, these assets are lost.
Confirm that you wish to remove the user.
Warning
If you must recover a removed user or that user's assets, please contact Alteryx Support within 14 days of the deletion.