Managing groups in a multi-tenant environment

Depending on whether you are a cluster administrator or an Org administrator, you have different levels of administrator access. Cluster administrators can see and manage user groups in any Org; Org administrators can only see and manage user groups in the Org(s) for which they are admins.

Manage groups

Before people can sign in and use ThoughtSpot, you need to create a username, a password, and a membership in one or more groups for them. Use the Admin Console to easily create and manage your user groups.

Refer to Understand groups and privileges to learn about the privileges you can assign to a user or group.

To manage groups, you must first ensure that you are in the correct Org. Navigate to the specific Org the groups you must manage are in. Use the Org Switcher to the left of the help menu in the top navigation bar.

Navigate to the Admin Console by selecting the Admin tab from the top navigation bar. Select Groups from the side navigation bar that appears. If you do not see Groups, you may be in the All orgs section of the Admin Console. Instead, select Primary org from the left navigation bar. Then, select Groups.

Admin Console - Groups

Use the Admin Console to accomplish the following tasks:

  • Create a group by selecting the + Add Group button

  • Manage an existing group by selecting the group you would like to edit: add an existing group to the group, add a user to the group, modify the group’s privileges, or resend or test the welcome email

  • Delete a group by hovering over a group name, clicking the checkbox that appears, and selecting the Delete button

Demo data

ThoughtSpot now supports controlling access to demo data at the Org level. You can leverage this functionality to allow users to try out ThoughtSpot by building Answers and Liveboards. Demo data is available to all users in the Org by default. Users are added to the Demo Data Retail group by default. Org administrators can remove users from this group to remove their access to the demo data. The demo data available is Sample Retail - Apparel and Sales Liveboard.

Import and export users, groups, and roles using TML Early Access

You can now import and export users, groups, and roles using TML. Use this feature to facilitate migration from cluster to cluster or org to org. You can use this feature to migrate complex user configurations from ThoughtSpot Pro to ThoughtSpot Essentials while minimizing errors and redundancy.

Import and export of roles is only applicable to clusters with RBAC enabled.

Export a group using TML

To export a group using TML, do the following:

  1. Navigate to the Admin Console by selecting the Admin tab from the top navigation bar.

  2. Select Groups from the User management section in the side navigation bar.

  3. From the More options menu, select Export.

  4. Alternatively, you can select multiple groups by selecting the checkbox next to the groups you want to export and click the Export button.

    The selected groups are exported as a TML file.

Import a group using TML

To import a group using TML, do the following:

  1. Navigate to the Admin Console by selecting the Admin tab from the top navigation bar.

  2. Select Groups from the User management section in the side navigation bar.

  3. Click the Import group button.

  4. On the Import group page, select the .tml file for the group that you want to import.

  5. On the Import page, select the group file that you want to import and click the Import button.

    TML import role

    The Import Status page appears with the status of your import.

Related information

Refer to Create, edit, or delete a group for more detail on how to create and manage groups.

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