Administer

Last modified: December 22, 2021

Docs are available before the release of Designer Cloud so you can get a sneak peek. This content might change between now and the official release.

Learn how to perform several administrative tasks in Alteryx:

Roles
Invite Users
View Users
Manage Users
Update User Metadata

Roles

Alteryx uses Roles Based Access Control (RBAC) to restrict access to Alteryx products and some components of the Alteryx platform. Users can be assigned multiple roles at once.

No Role: Users who have not been assigned a role.
IT Admin: For administrators who are responsible for setting up and managing enterprise applications.
Platform Admin: For department leaders and power users who manage user access on behalf of IT.
Designer Cloud Creator: For analysts who create and share workflows and datasets.
Machine Learning Creator: For analysts who create insights and predictive models.

The following table outlines the permissions associated with each role for different parts of the platform.

	IT Admin	Platform Admin	Designer Cloud Creator	Machine Learning Creator
Designer Cloud
Create and Run Workflows			✓
Import Workflows			✓
Import Data			✓
Connect to Data Sources			✓
Machine Learning
Import Data				✓
Train Model				✓
Create Predictions				✓
Asset Manager
Manage Assets	✓	✓	✓	✓
Download Assets	✓	✓	✓	✓
Administration
Manage SSO Configuration	✓
Manage Users	✓	✓

Invite Users

Invite users to proactively inform them of their Alteryx access and to provide a link to their Alteryx instance.

To invite users to Alteryx...

Go to Admin > Users.
Select Add Users.
Enter the email of all users you want to add. Make sure to separate emails with commas.
Assign one or more roles to to the users.
Select Add Users.

Make sure each user's email is the same as what's configured for Single Sign-On.

View Users

From the Active Users view, you can see the users who have signed in to Alteryx and what roles each user has.

Go to Admin > Users.
Select Active Users.

From the Invited Users view, you can see which users have been invited to the platform but have not yet logged in, and what roles each user has.

Go to Admin > Users.
Select Invited Users.

Manage Users

Roles can be modified from the Users view.

To modify a user’s roles...

Go to Admin > Users.
On the user’s row, select the three dot menu.
Select Product Roles.
Select the X next to a role to remove a role.
Select the drop down to add a role.

To modify multiple users' roles at a time…

Go to Admin > Users.
Check the checkbox next to each user that should be modified.
Select Add Roles to add roles.
Select Remove Roles to remove roles.

Administrators can't remove their own administrative roles or disable themselves. Platform Admins can't assign or remove the IT Admin role.

Disable and Enable Users

Users can be disabled to temporarily restrict access to Alteryx.

To disable a user…

Go to Admin > Users.
On the user’s row, select the three dot menu.
Select Disable.
The user's row will be unselectable.

To enable a user…

Go to Admin > Users.
On the user’s row, select the three dot menu.
Select Enable.

Update User Metadata

By default, Alteryx displays the 1st names, last names, and emails found in your IdP. Alteryx refreshes that info for a user every time they sign in. If you want to update a user's 1st name, last name, or email address, you have to make that change in your IdP or its associated Active Directory.

Update Local Admin

You can't update the Local Admin on your own. Contact Support.