Skip to content

Users

Overview

AP provides user and user group management.

Consult the Sharing section regarding object level access control.

Permissions

The authorization model in AP is based on granting user accounts individual permissions to perform actions in the platform.

Most permissions follow a View and Manage model.

  • View means the ability to view information about objects of a specific entity.
  • Manage means the ability to create new objects, edit existing objects and remove objects of a specific entity. The Manage permission includes the View permission, in other words, if a user is granted Manage, the user is implicitly granted View permission.

The following permissions are supported.

Admin

Permission Description
Super Admin Perform all actions in the system (super-user)

Analytics Platform

Permission Description
Access to Analytics Platform Access to AP and a corresponding user account is created in the AP data warehouse
View data for all data pipelines Whether the data warehouse user account can view all data tables
Data pipelines View or manage data pipelines
Schemas View or manage schemas
Variables View or manage variables
Settings Manage settings
Views View or manage views
Data quality checks View or manage data quality checks
Data quality check groups View or manage data quality check groups
Firewall rules Manage firewall rules
Workflows View or manage workflows
Destinations View or manage destinations

Users

Permission Description
Users Manage users
User groups Manage user groups

Managing users

The following section covers how to view, create, update and remove users.

View user

  1. Click Users in the left-side menu to list all users.
  2. Click the name of a user to view more information.

Create user invitation

Users in AP are primarily created by sending an invitation to create a user account over email to the relevant person. This allows the person to type in their own password, avoiding the need to send the password with out-of-band communication.

  1. Click Add new user.
  2. Enter the following information.

    Field Description
    Name The full name of the user (required)
    Username The username of thser (required and unique)
    Email The email address of the user (required)
    Start page The space to use as start page when the user logs in
    Enable SSO Whether to enable Single Sign-On for the user account
    Permissions Select the permissions to grant to the user
  3. Click Send invitation.

Edit user

  1. Find and click the user to edit in the list.
  2. Find the section which contains the information to edit.
  3. Click the edit icon in the top-right corner of the section.
  4. Update the relevant fields.
  5. Click Save.

Reset password

  1. Find and click the user for which to reset the password in the list.
  2. Click the context menu in the top-right corner.
  3. Click Reset password.

Disable user

  1. Find and click the user to disable in the list.
  2. Click the context menu in the top-right corner.
  3. Click Disable.

Remove user

  1. Find and click the user to remove in the list.
  2. Click the context menu in the top-right corner.
  3. Click Remove.

Managing groups

The following section covers how to view, create, update and remove user groups.

View group

  1. Click Groups in the left-side menu to list all user groups.
  2. Click the name of a user to view more information.

Create group

  1. Click Add new group.
  2. Enter the following information.

    Field Description
    Name The name of the group (required and unique)
    Code The code of the group (required)
    Description A description of the group
  3. Click Add new group.

Edit group information

  1. Find and click the group to edit in the list.
  2. Click the edit icon in the top-right corner of the group information section.
  3. Update the relevant fields.
  4. Click Save.

Add and remove user group members

  1. Find and click the group to edit in the list.
  2. Click the edit icon in the top-right corner of the users section.
  3. Enter the search criteria for the user to add or remove as a member in the search input field.
  4. Select or unselect the checkboxes next to the names of the users to add or remove.
  5. Click Done.

Remove group

  1. Find and click the group to remove in the list.
  2. Click the context menu in the top-right corner.
  3. Click Remove.