Managing users

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 users.

This article contains instructions for managing users in a single tenant environment. If you do not have an Org switcher between the help icon and the Search answers and Liveboards search box, your company is in a single tenant environment.

If your company uses the Orgs feature for multi-tenancy in ThoughtSpot, you can see an Org switcher to the left of the help icon in the top navigation bar. Refer to Managing users in a multi-tenant environment.

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

To manage users, navigate to the Admin Console by selecting the Admin tab from the top navigation bar. Select Users from the side navigation bar that appears.

Admin Console - Users

Use the Admin Console to accomplish the following tasks:

  • Create a user by selecting the + Add User button

  • Manage an existing user by selecting the user you would like to edit: change the username, display name, sharing visibility, password, or email, or resend or test the welcome email

  • Delete a user by hovering over a username, clicking the checkbox that appears, and selecting the Delete button

  • Add a user or users to groups by hovering over a username, clicking the checkbox that appears, and selecting the Add users to groups button

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

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 user using TML

To export a user using TML, do the following:

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

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

  3. From the More options menu, select Export.

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

    The selected users are exported as a TML file.

Import a user using TML

To import a user using TML, do the following:

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

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

  3. Click the Import user button.

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

  5. On the Import page, select the user 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.

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