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alteryx connect Discussions

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SOLVED

Bulk move user from contributor to reader

Alteryx Partner

Hi,

 

Our analysts find it annoying when they click on the description box and it will automatically goes to an edit mode. So, I will set default user to reader but was wondering if there is an easy way to bulk to current users that are contributors to reader. We have over 100 users. would hate to have to manually change.

 

Thank you.

Alteryx
Alteryx

Hi @Aum 

 

You can indeed bulk update the user roles using the export function.

 

  • Sign in as an administrator
  • Navigate to the People tab
  • Click on the ellipsis and select 'Export to Excel'; this will download People.xls 

export.png

 

  • The downloaded excel file contains 4 tabs

 

1. folder - hierarchy upwards (we can ignore it for this use case)

 

2. relations - mapping between a group (user role) in source column and user in the target column 

 

relations.png

 

3. person - mapping between user (xid), group (parent) and other user detail

 

person.png

 

4. group - user roles available in your Connect instance

 

group.png

 

 

  • In order to update user roles, you need to update
    • the source ID in the relations tab with the new group ID
    • the parent ID in the person tab with the same ID
  • When ready, save the People.xls and upload it via the Administration panel

admin.png

 

upload.png

 

Hope that helps.

 

Michal

Alteryx Partner

Hi Michal,

 

Thank you. Easy solution. 

 

How can I add a group of readers in this permission section? In the wiki folder, I want people to be able to create a new page to share their insights.

 

child.PNG

Highlighted
Alteryx
Alteryx

Do you mean all readers or just a subset of readers?

Alteryx
Alteryx

If you want to allow all Readers to be able to create pages within Glossary

 

  • Navigate to the Glossary section of Connect
  • Open up the Permissions page
  • And add the Readers user group to the CREATECHILD section

 

readers.png

Alteryx Partner

HI Michal,

 

Reader group doesn't show up for me. Could it be that Im on 2018.4 version? 

 

For now, I will set the permission from the system from admin panel. 

Alteryx
Alteryx

@Aum 

 

We tested the behaviour on 18.2, 18.3 and 18.4 and it works the same on all of them. Have you tried searching for the group?

Alteryx Partner

Hi - When I tried before, it didn't know. Today it does show up for me. Thank you. 

Alteryx
Alteryx
Brilliant! Glad to hear.