Canvas Ownership Workflow

[SeanAdams]

As users change roles; or possibly even leave the firm - we need to automatically manage the ownership of their and their permission.

- We need to be able to export all permissions and ownership of assets by user using an API

- We then need to be able to revoke permissions using an API (we have a central entitlement management process that this can be tied into)

- we also need to trigger a revoke on all licenses via API.

If done within Alteryx server:

- When a dept code on a user changes; or user leaves - trigger an invalidate on all assets.

- Workflow to both the primary and secondary owner to ask for a new owner

- Also automatically trigger a revoke on all licenses

[KylieF]

Thank you for your post! This idea is something were looking explore in the near future as several exciting updates to the Server product grow closer to their release. As there are many components to take into consideration with this feature and these new updates as well, we'll need time to properly review and investigate the best way to implement this idea.

As such I'm updating this idea to Under Review. Once we have completed our investigation into the best way to implement this idea, if possible to implement, we'll update the status again to match accordingly. 

[mbaerend]

I'm happy to announce that as of Alteryx Server's 2024.1 release, curators can now transfer ownership of workflows and schedules individually and in bulk via the Server UI and APIs! Curators can transfer workflows between users even if the users are in different studios, and when a workflow is transferred, it will move to the new owner's studio. For updating user permissions, downloading workflows, and granting DCM permissions, see our V3 APIs. 

We also added two new APIs for curators to transfer asset ownership.

• PUT /v3/users/{userId}/assetTransfer - Transfer ownership of all workflows, schedules, and collections from one user to another in a single API call.
• PUT /v3/workflows/{workflowId}/transfer - Transfer workflow ownership from one user to another with the option to transfer the workflow owner's schedules as well.

These are our first steps at improving our transfer options and we will continue to improve them in the future. For more information, please check out the links below, and if you would like to suggest more transfer features, please submit a new idea and we will check it out!

• Alteryx Server 24.1 Release Notes
• Transfer Workflow Ownership Help Documents
• Transfer Schedule Ownership Help Documents
• PUT /v3/workflows/{workflowId}/transfer Workflow Endpoints
• PUT /v3/users/{userId}/assetTransfer User Endpoints

[SeanAdams]

Thank you @mbaerend - this is a very important capability for managing larger server environments!