Users

Users is where you manage everyone who can sign in to your workspace — creating accounts, setting roles, controlling group membership, and switching access on or off.

Finding users: Use Search by username to jump to a specific person, or use the role filter (All, Admin, Power, Interactive, Explorer, Discover, Explore & Discover) to narrow the list to one access level.

The table shows each user's username, the groups they belong to, their effective user role, and email. The Disable User toggle switches a person's access off without deleting their account, and back on whenever you need.

Bulk upload

Bulk Personalized Filter Upload: The upload icon beside Create User lets you apply personalized (row-level) filters to many users at once from a single file, instead of setting them one person at a time.

It is described here as Step 4. Upload your file, map the user column to a Tellius user field, validate, then map your file columns and apply.

How to create a new user

Click on Create User and the following window will be displayed.

• First Name / Last Name: Editable fields for the user’s display name.

• Username: A unique identifier for the user’s login and internal reference.

• Email: Used for login, notifications, password recovery, and system alerts.

• Effective user role: A read-only field indicating the actual permissions the user has. Hover over the info icon for more context on role resolution.

• Change Password: Opens a dialog to set or reset the user’s password.

• Force password reset (checkbox): If checked, the user will be required to change their password the next time they log in.

• Role: A dropdown that assigns a system role to the user. Each role includes a set of permissions. Click on the link to explain what each role can do.

To know more about roles and their permissions, check out this page.

• Assign to user group(s): When checked, enables group assignment for the user. The group selector is a searchable dropdown for assigning one or more groups to the user.

Assign users to at least one group for proper access control.

• Save: Click on Save to save all edits made to the user’s profile.

Managing a user: Each row's three-dot action menu gives you Edit user (update details or role), Assign user (assign the ), Personalized Filters (row-level filters controlling which data the person can see), and Delete user (permanently remove the account).

How to assign content of one user to another

The following Assign user window allows admins to transfer all owned content and data assets from one user to another. It's commonly used when deactivating a user or reassigning responsibilities.

Selected User: A read-only field that displays the username of the person whose data is being reassigned.

Target User: Enter the username of the person who should receive the data.

Click on Assign to transfer the ownership from the selected user to the target user. Click on Cancel to close the dialog without making any changes.

This operation does not delete the selected user; it only transfers asset ownership. Once data is reassigned, it may no longer be visible or accessible from the original owner’s profile.

How to delete a user

The following window will be displayed when permanently removing a user from Tellius. It provides visibility into the content owned by the user and allows safe reassignment to prevent accidental data loss.

When you delete a user, all assets owned by them (including datasets, Business Views, Vizpads, Insights, and Models) will be removed unless you reassign them to another user beforehand.

Re-assign Content: If enabled (checked), you can transfer all user-owned content to another user before deletion. Search and select the new owner (e.g., NagarajT). All assets will be reassigned to this user upon deletion.

If a user is leaving your organization, reassign their content before deleting their account. Once deleted without reassignment, all listed content is permanently lost and unrecoverable.

To prevent accidental deletion, you must manually confirm your intent by typing: "I understand that I will lose all content".

Only after entering this exact phrase, the Delete button will become active. Click on Delete to finalize the deletion or click on Cancel to dismiss.