Tellius
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      • Glossary
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      • Vizpads (Explore)
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      • Search
      • Vizpads (Explore)
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      • Predict
      • Data
    • ⬇️Initial Setup
      • Tellius architecture
      • System requirements
      • Installation steps for Tellius
      • Customizing Tellius
    • Universal Search
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    • ❓FAQs
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      • Data Preparation FAQs
      • Environment FAQs
      • Search FAQs
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  • Kaiya
    • ♟️Understanding AI Agents & Agentic Flows
      • Glossary
      • Composer
      • 🗝️Triggering an agentic workflow
      • The art of possible
      • Setting up LLM for Kaiya
    • 🤹Kaiya conversational AI
      • Triggering Insights with "Why" questions
      • Mastering Kaiya conversational AI
      • 📒Kaiya Learnings
      • Kaiya Terms of Service
  • 🔍Search
    • 👋Get familiar with our Search interface
    • 🤔Understanding Tellius Search
    • 📍Search Guide
    • 🚀Executing a search query
      • Selecting a Business View
      • Typing a search query
      • Constructing effective search queries
      • Marketshare queries
    • 🔑Analyzing search results
      • Understanding search results
      • Search Inspector
      • Time taken to execute a query
      • Interacting with the resulting chart
    • 📊Know your charts in Tellius
      • Understanding Tellius charts
      • Variations of a chart type
      • Building charts from Configuration pane
      • List of chart-specific fields
      • Adding columns to fields in Configuration pane
      • Absolute and percentage change aggregations
      • Requirements of charts
      • Switching to another chart
      • Formatting charts
      • Advanced Analytics
      • Cumulative line chart
    • 🧑‍🏫Help Tellius learn
    • 🕵️‍♂️Search history
    • 🎙️Voice-driven search
    • 🔴Live Query mode
  • 📈Vizpads (Explore)
    • 🙋Meet Vizpads!
    • 👋Get familiar with our Vizpads
    • #️⃣Measures, dimensions, date columns
    • ✨Creating Vizpads
    • 🌐Applying global filters
      • Filters in multi-BV Vizpads
      • Filters using common columns
    • 📌Applying local filters
    • 📅Date picker in filters
      • Customizing the calendar view
    • ✅Control filters
      • Multi-select list
      • Single-select list
      • Range slider
      • Dropdown list
    • 👁️Actions in View mode
      • Interacting with the charts
    • 📝Actions in Edit mode
      • 🗨️Viz-level actions
    • 🔧Anomaly management for line charts
      • Instance level
      • Vizpad level
      • Chart level
    • ⏳Time taken to load a chart
      • Instance level
      • Vizpad level
      • Chart level
    • ♟️Working with sample datasets
    • 🔁Swapping Business View of charts
      • Swapping only the current Vizpad
      • Swapping multiple objects
      • Configuring the time of swap
    • 🤖Explainable AI charts
  • 💡Insights (Discover)
    • 👋Get familiar with our Insights
    • ❓Understanding the types of Insights
    • 🕵️‍♂️Discovery Insights
      • Impact Calculation for Top Contributors
    • ➕How to create new Insights
      • 🔛Creating Discovery Insight
      • 🔑Creating Key Driver Insights
      • 〰️Creating Trend Insights
      • 👯Creating Comparison Insights
    • 🧮The art of selecting columns for Insights
      • ➡️How to include/exclude columns?
  • 🔢Data
    • 👋Get familiar with our Data module
    • 🥂Connect
    • 🪹Create new datasource
      • Connecting to Oracle database
      • Connecting to MySQL database
      • Connecting to MS SQL database
      • Connecting to Postgres SQL database
      • Connecting to Teradata
      • Connecting to Redshift
      • Connecting to Hive
      • Connecting to Azure Blob Storage
      • Connecting to Spark SQL
      • Connecting to generic JDBC
      • Connecting to Salesforce
      • Connecting to Google cloud SQL
        • Connecting to a PostgreSQL cloud SQL instance
        • Connecting to an MSSQL cloud SQL instance
        • Connecting to a MySQL Cloud SQL Instance
      • Connecting to Amazon S3
      • Connecting to Google BigQuery
        • Steps to connect to a Google BigQuery database
      • Connecting to Snowflake
        • OAuth support for Snowflake
        • Integrating Snowflake with Azure AD via OAuth
        • Integrating Snowflake with Okta via OAuth
        • Azure PrivateLink
        • AWS PrivateLink
        • Best practices
      • Connecting to Databricks
      • Connecting to Databricks Delta Lake
      • Connecting to an AlloyDB Cluster
      • Connecting to HDFS
      • Connecting to Looker SQL Interface
      • Loading Excel sheets
      • 🚧Understanding partitioning your data
    • ⏳Time-to-Live (TTL) and Caching
    • 🌷Refreshing a datasource
    • 🪺Managing your datasets
      • Swapping datasources
    • 🐣Preparing your datasets
      • 🤾Actions that can be done on a dataset
      • Data Pipeline
      • SQL code snippets
      • ✍️Writeback window
      • 🧩Editing Prepare → Data
      • Handling null or mismatched values
      • Metadata view
      • List of icons and their actions
        • Functions
        • SQL Transform
        • Python Transform
        • Standard Aggregation
        • Creating Hierarchies
      • Dataset Scripting
      • Fusioning your datasets
      • Scheduling refresh for datasets
    • 🐥Preparing your Business Views
      • 🌟Create a new Business View
      • Creating calculated columns
      • Creating dynamic parameters
      • Scheduling refresh for Business Views
      • Setting up custom calendars
    • Tellius Engine: Comparison of In-Memory vs. Live Mode
    • User roles and permissions
  • Feed
    • 📩What is a Feed in Tellius?
    • ❗Alerts on the detection of anomalies
    • 📥Viewing and deleting metrics
    • 🖲️Track a new metric
  • Assistant
    • 💁Introducing Tellius Assistant
    • 🎤Voice-based Assistant
    • 💬Interacting with Assistant
    • ↖️Selecting Business View
  • Embedding Tellius
    • What you should know before embedding
    • Embedding URL
      • 📊Embedding Vizpads
        • Apply and delete filters
        • Vizpad-related actionTypes
        • Edit, save, and share a Vizpad
        • Keep, remove, drill sections
        • Adding a Viz to a Vizpad
        • Row-level policy filters
      • 💡Embedding Insights
        • Creating and Viewing Insights
      • 🔎Embedding Search
        • Search query execution
      • Embedding Assistant
      • 🪄Embedding Kaiya
      • Embedding Feed
  • API
    • Insights APIs
    • Search APIs
    • Authentication API (Login API)
  • ✨What's New
    • Release 5.4
      • Patch 5.4.0.x
    • Release 5.3
      • Patch 5.3.1
      • Patch 5.3.2
      • Patch 5.3.3
    • Release 5.2
      • Patch 5.2.1
      • Patch 5.2.2
    • Release 5.1
      • Patch 5.1.1
      • Patch 5.1.2
      • Patch 5.1.3
    • Release 5.0
      • Patch 5.0.1
      • Patch 5.0.2
      • Patch 5.0.3
      • Patch 5.0.4
      • Patch 5.0.5
    • Release 4.3 (Fall 2023)
      • Patch 4.3.1
      • Patch 4.3.2
      • Patch 4.3.3
      • Patch 4.3.4
    • Release 4.2
      • Patch 4.2.1
      • Patch 4.2.2
      • Patch 4.2.3
      • Patch 4.2.4
      • Patch 4.2.5
      • Patch 4.2.6
      • Patch 4.2.7
    • Release 4.1
      • Patch 4.1.1
      • Patch 4.1.2
      • Patch 4.1.3
      • Patch 4.1.4
      • Patch 4.1.5
    • Release 4.0
  • 🛠️Settings
    • 👨‍💻My Profile
    • Users & Groups
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On this page
  • Users
  • Assign user
  • Delete user
  • Create user

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  1. Settings

Users & Groups

View, manage and create user accounts

PreviousMy Profile

Last updated 10 hours ago

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Users

Under Settings → Users & Groups → Users, the Users panel allows admins to view, manage, and configure access for users across Tellius. Here's a breakdown of what each column, button, and icon represents. You can search for any user by username and the list gets filtered.

Username: Displays the user’s display name. The initials in the circular icon are present to the left.

User groups: Lists the group(s) the user belongs to. Groups help define shared permissions, data access, and roles.

Effective user role: Indicates the actual permissions the user has, based on group membership.

Email: Shows the registered email address used for login and notifications.

Edit user: Clicking the pencil icon next to the email address allows editing user details. The following window opens:

  • 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.

  • 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.

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

Assign user

The following 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.

Delete 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 left unchecked, all listed content will be permanently deleted along with the user.

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 will the Delete button become active. Click on Delete to finalize the deletion or click on Cancel to dismiss.

Create user

Click on the "+" icon next to the search field to view the following window. This allows admins to add a new user to Tellius. Use this panel to set up login credentials, assign roles, and link the user to relevant groups.

First Name / Last Name: Enter the user's full name.

Username: A unique identifier for the user.

Email: Provide a valid, unique email address for login, notifications, and password recovery.

  • When enabled (green), allows you to define a starting password.

  • If disabled, the user will be restricted to SSO authentication methods only.

Password: Enter a secure password. A strength meter will indicate if the password meets security standards. The password should be 8 characters long, including 1 uppercase letter, 1 special character and alphanumeric characters.

Confirm Password: Re-enter the password to confirm accuracy.

Force password reset: If checked, the user will be required to change their password upon first login.

Role selection: Choose a predefined role from the dropdown. Each role comes with a preset set of permissions.

Assign to user group(s): Enable this to assign the user to specific groups. Search and select from available groups.

Click on Create to create the new user. On success, the user will be added and can log in based on the credentials provided.

🛠️
User panel
Editing user account
Assigning user data to another user
Delete user accounts
Creating a new user