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Accessing user settings

To access the settings for an individual user:
  1. Navigate to Settings > Users.
  2. In the user list, hover over the user you want to modify.
  3. Click the Manage button that appears.
On the user’s profile page, you’ll be able to assign permissions to the user, set the user’s query timezone, and set user attribute values.
Organization Admin permissions are required to modify a user’s permissions.
At the user level, permissions are assigned using the Organization role and Connection access sections of the user’s profile page:
  • Organization role controls the user’s permissions to manage the organization. This includes the ability to invite and manage other users, manage database connections, and modify organization settings.
  • Connection access controls the access the user has to database connections and the ability to create/access content built on the connection, run queries, and develop models. Refer to the Managing connection permissions guide for more information.
Not sure what permissions to set? Check out the Common permissions scenarios guide to learn what permissions to set in specific scenarios, such as restricting access to datasets based on team.
The Query timezone setting defines the timezone used for query conversion, if user-specific timezones are enabled for a connection. Refer to the Timezone settings guide for more information.
User attributes, managed in the user’s Attributes tab, allow you to map user-specific variables to operations in Omni, such as querying, dashboards, and controlling data access. Refer to the User attributes guide for more information and examples.

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Impersonating a user

Organization Admin permissions are required to impersonate other users. Additionally, admins can’t impersonate other admins.
The Impersonate user feature is useful for testing that access grants work as expected:
  1. Navigate to Settings > Users and click on a user. Note: If testing an access grant, the user must have a user attribute value that excludes them from the grant.
  2. At the bottom of the user’s details page, click Impersonate user.
  3. Create a new workbook based on the connection you want to test. In this environment, you can verify what the user would and wouldn’t have access to and adjust their permissions accordingly.

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Resetting introductions

If a user needs a refresher on Omni’s latest features, you can use the Reset introductions button at the bottom of their settings page. This will reactivate any previously dismissed feature introductions - specifically, the tooltips that highlight updates - that display in the app: