Automatically Provisioning Gallery Roles and Studios

[Link86]

Hello,

Our company has a workflow that notifies the admins when security roles are approved. I would like to be able to create a workflow that compares the results of the security workflow to the users/roles in Alteryx. Is there a way to automatically assign roles and studios in the Alteryx Gallery API?

For example: User creates an Alteryx account and is placed in their own studio. When we receive word that they have been approved for the IT studio, we would like to be able to have a workflow move them from one studio to another and assign the role Artisan, Viewer, Member, etc.

We would like to get away from having to go in and manually change users from one studio to the another.

Any help on this would be great.

[fmvizcaino]

Hi @Link86 ,

Since 21.4, you have brand new API endpoints and you can manage your user role and permissions.

https://help.alteryx.com/20214/server/user-endpoints

You would need to use the endpoint to get all users, compare them with your file and then use the endpoint to update the user's role.

Related to the private studio, we don't have an API endpoint for that (I think it is because the studios are being removed from the server soon), but you could do that on mongoDB.

You need to access the AlteryxGallery database and there you will find 2 collections; Users and Subscriptions.

With the Users collections, you have a column named subscriptionID, which you need to replace to move your users from one studio to another. The subscription collection will provide all the subscriptions available on your gallery.

https://help.alteryx.com/20221/server/alteryxgallery-mongodb-schema

Best,

Fernando Vizcaino

[Link86]

So we are still on 21.3. Will we have to then upgrade or is there a feature for 21.3? Probably should have led with that. Appologies.

[fmvizcaino]

Hey @Link86 ,

For changing the roles, you can use the users' collection on MongoDB, there you will find a role column.

Best,

Fernando Vizcaino