Overview of Authorization
Note
This feature may not be available in all product editions. For more information on available features, see Compare Editions.
Authorization governs how the Dataprep by Trifacta platform users can access platform features and user-defined objects in the Trifacta Application.
Note
Authorization manages access to object types. It does not cover access to individual objects of a specified type. For example, access to a specific flow is governed by ownership of the flow (owner) and sharing of the flow by the owner (to a collaborator). If a flow is shared with a user who is not permitted to access flows, then the user cannot access the flow.
Resource Roles and Privileges
Access to Alteryx objects is governed by roles in the user account.
A role is a set of zero or more privileges. A user may have one or more assigned roles.
Note
Roles are additive. If a user has multiple roles, the user has access at the highest level of privileges from each role.
A privilege is an access level for a type of object. A role may have one or more privileges assigned to it.
All accounts are created with the
defaultrole, which provides a set of basic privileges.
Standard roles
default role
All new users are automatically assigned the default role. By default, the default role enables full access to all types of Alteryx objects.
If you have upgraded from a version of the product that did not support authorization, the
defaultrole represents no change in behavior. All existing users can access Alteryx objects as normal.
Since roles in a user account are additive, you may choose to reduce the privileges on the default role and then add privileges selectively by creating other roles and assigning them to users. See the example below.
Note
You can modify the default role. You can also remove it from a user account. You cannot delete the role.
Note
In future releases of the software, additional objects may be made available. A level of access may be defined in the default role. No other roles will be modified.
Dataprep admin role
This admin role is a super-user. The admin role enables all capabilities of the default role, plus:
access to all Trifacta Application objects, unless specifically limited. See Resource Roles and Privileges below.
administration functions and settings within the Trifacta Application.
Note
This role enables for the user owner-level access to all objects in the project or workspace and access to all admin-level settings and configuration pages in the admin console. This role should not be assigned to many users. At least one user should always have this role.
Note
The project owner is automatically granted the Dataprep admin role. This role can be assigned to non-project owners. It grants a project user all of the privileges of the project owner within the Dataprep by Trifacta platform. If the Dataprep admin role is un-assigned to a project owner, it is automatically granted back to the project owner on next login.
Custom role(s)
As needed, administrators can create custom roles for users of the project or workspace. For more information, see Create Role.
Privileges
For a complete list of privileges for each type of object, see Privileges and Roles Reference.
Example model
In the following model, three separate roles have been created. Each role enables the highest level of access to a specific type of object.
The default object has been modified:
Since all users are automatically granted the
defaultrole, the scope of its permissions has been reduced here to view-only.There is no
viewerprivilege for Plans (none,author).
Note
Depending on your product edition, some of these privileges may not be applicable.
Privilege/Role | default | Role A | Role B | Role C | Notes |
|---|---|---|---|---|---|
Flows | viewer | author | none | none | |
Connections | viewer | none | author | none | |
Plans | none | none | none | author | |
User defined functions | viewer | none | none | author | Dataprep by Trifacta only |
User 1:
Roles: default
User can see flows in Flows page. User cannot schedule, modify, or create new ones.
User can see connections in the Connections page. User cannot schedule, modify, or create new ones.
User cannot access the Plans page.
User can invoke UDFs but cannot create, modify or delete them.
User 2:
Roles: default, Role A
User can create, schedule, modify, run jobs, and delete flows (full privileges).
User can see connections in the Connections page. User cannot schedule, modify, or create new ones.
User cannot access the Plans page.
User can invoke UDFs but cannot create, modify or delete them.
User 3:
Roles: Role A, Role B, Role C
User can create, schedule, modify, run jobs, and delete flows (full privileges).
User can create, modify, and delete connections (full privileges).
User can create, schedule, modify, run jobs, and delete plans (full privileges).
User can create, modify, and delete UDFs.