Configure

Last modified: September 17, 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.

To configure the Alteryx platform, set up your Local Admin and Single Sign-On. You have to set up the Local Admin before Single Sign-On.

Local Admin

Set up the Local Admin, who configures Single Sign-On so other users can access the system.

When you purchase Alteryx, it comes with 1 user: the Local Admin. We ask for the email of the person who you want to serve as the Local Admin. After you receive that email, you can set up the Local Admin.

Setup

Set the password for the Local Admin.

  1. As soon as we make your instance of Alteryx available, the Local Admin receives a password-reset message.
  2. Select Reset Password.
  3. Enter a password that meets the listed requirements.
  4. Select Sign In.

Record your password in a secure place. If you forget your password, you have to contact Support to reset it.

If you don't respond to a password-reset message before its link expires (12 hours), you have to contact Support again.

Sign In

  1. Go to https://{YOUR_COMPANY_NAME}.alteryx.com/login.
  2. Select Sign In As Local Admin.
  3. Enter the Local Admin credentials.
  4. Select Sign In.

Single Sign-On

After you set up the Local Admin, you can set up Single Sign-On using your identity provider (IdP). After you complete this setup, your users can access Alteryx.

Configure Your Identity Provider (IdP)

  1. Go to Admin Single Sign-On.
  2. Enter SSO Name. That name displays on users' sign-in screens.
  3. Copy the information found in the SAML Metadata section. You need to enter that information into your IdP.
  4. Map user attributes between the Alteryx platform and your IdP. You will need to sign into both the Alteryx platform and your IdP.
    • email = Email or equivalent.
    • firstName = 1st name or equivalent.
    • lastName = Last name or equivalent.
  5. Copy the application's metadata URL. You need to enter that URL into Alteryx.
  6. In Alteryx, go to Identity Provider Details.
  7. Enter the metadata URL you copied in step 6 into Import IdP Metadata from URL.
  8. Select Test (optional).
  9. Select Save.

What to Do If Idp doesn't support Metadata URLs

If your IdP doesn't support metadata URLs, you can use the Add IdP Endpoint or Import IdP Metadata from XML File methods to add that information to Alteryx.

Assign Users

In your IdP, assign the Alteryx app to your users by mapping your users, security groups, and roles to the app. Users you assign to the Alteryx app can access the core components of the Alteryx platform.

Notifications

Admins can choose to send certain email notifications to users. To make sure users receive those notifications, we recommend that you whitelist email notifications from notifications@alteryxcloud.com in your email service provider (ESP).

Was This Page Helpful?

Running into problems or issues with your Alteryx product? Visit the Alteryx Community or contact support. Can't submit this form? Email us.