Quick BI:Add Alibaba Cloud Accounts to an Organization

Background information

The following list provides the types and roles of organization users in Quick BI:

• User type

  The following three user types are supported: developer, analyst, and visitor.

  • Developers include enterprise IT personnel, data analysts, and data operations personnel.

  • Analyst: Business personnel who need to conduct business analysis and do not require high technical capabilities.

    Analysts analyze data by creating dashboards, spreadsheets, and other forms.

  • Visitors can be users such as bosses and leaders who only view reports. Visitors can also be field business personnel who only view data results. Visitors can subscribe to and view dashboards, workbooks, and BI portals. Visitors can also use URLs to view these data objects.

• User Role

  • Organization Role

    At the organization level, three preset organization roles are available. You can add custom organization roles.

    • Organization Administrator: manages the information, status, and members of a project. Organization administrators can specify an organization user as an organization administrator.

      We recommend that one to three users assume the organization administrator role. In most cases, project managers and personnel that are responsible for the Quick BI platform assume this role.

    • Permission Administrator: allows you to manage project resources. We recommend that one to three users assume the permission administrator role. In most cases, the personnel that are responsible for the Quick BI platform assume this role. The permission administrator grants the user account the permission administrator role, which is mainly responsible for uniformly assigning and managing permissions in the background.

    • Common user: Users who have not been set up as organization administrators and permission administrators.

    • Custom Organization Role: You can customize an organization role based on your business requirements. For more information, see Manage roles.

  • Workspace Roles

    At the spatial level, there are four preset spatial roles. You can add custom spatial roles.

    • The workspace administrator has the permissions to create, edit, and view all modules. The workspace administrator is the role that has the most permissions in the current workspace. In addition to the preceding permissions, the workspace administrator can manage the permissions and works of other members in the workspace.

    • The workspace developer has the permissions to create, edit, and view all modules.

    • Spatial analysts have the permissions to create (edit) and view BI portal, dashboards, dashboards, workbooks, ad hoc analysis, self-service data retrieval, and data preparation modules, view data forms and data sources, and use and view datasets.

    • The workspace viewer has the permissions to view all modules.

    • Custom Workspace Role: You can create custom workspace roles based on your business requirements. For more information, see Manage roles.

Limits

• Only organization administrators are authorized to add Alibaba Cloud accounts as organization users.

• This feature is available only for Pro and Professional Edition users.

Precautions

Add a single Alibaba Cloud account

1. Log on to the Quick BI console.

2. From the Quick BI home page, use the guide illustrated below to navigate to the User Management page.

   

3. In the upper right corner of the Member Management tab, select Add User > Manually Add.

   

4. In the Add User dialog box, choose Account Type as Alibaba Cloud Account and enter the following details.

   

   Category	Parameter name	Required	Description
   Basic Information	Alibaba Cloud Account	Yes	The Alibaba Cloud account to be added. For more information, see the referenced document.
   	Nickname	Yes	The nickname of the Alibaba Cloud account in Quick BI. You can customize the nickname. The nickname can only consist of Chinese and English characters, numbers, underscores, slashes, backslashes, vertical lines, parentheses, and brackets, and must not exceed 50 characters.
   	User Type	Yes	Supports three types: Developer, Analyst, and Visitor: Developer: Enterprise IT personnel, data analysts, and data operation personnel. Analyst: Business personnel who need to perform business analysis and have low technical requirements. Analysts analyze data by creating dashboards, workbooks, and other forms. Visitor: Users who only view reports (such as bosses or leaders) or frontline business personnel who only view data results. Visitors can view the content of dashboards, workbooks, and sites through URLs or subscriptions.
   	Organization role	Yes	At the organization level, there are three preset organization roles, and custom organization roles can be added. Organization administrator: Manages project information, status, and members. Organization administrators can set organization users as organization administrators. We recommend that one to three users assume this role, usually the project PM or personnel responsible for the BI platform. Permission administrator: Manages the permissions of project resources. We recommend that one to three users assume this role, usually the personnel responsible for the BI platform. Permission administrators grant user accounts the permission administrator role, mainly responsible for unified allocation and management of permissions in the background. Regular user: Users who are not set as organization administrators or permission administrators. Custom organization roles: Custom organization roles can be created based on business needs. For more information, see role management.
   	Workspace role	No	At the workspace level, there are four preset workspace roles, and custom workspace roles can be added. Workspace administrator has permissions to create (edit), use, and view all modules. The workspace administrator is the role with the highest permissions in the current workspace. In addition to the above permissions, it supports managing the permissions and works of other members in the workspace. Workspace developer has permissions to create (edit), use, and view all modules. Workspace analyst has permissions to create (edit) and view data portals, dashboards, data dashboards, workbooks, ad hoc analysis, downloads, and data preparation modules; view permissions for data reporting and data sources; and use and view permissions for datasets. Workspace viewer has view permissions for all modules. Custom workspace roles: Custom workspace roles can be created based on business needs. For more information, see role management.
   Additional Information	Mailbox	No	The mailbox bound when the account registered the Alibaba Cloud account.
   	Phone Number	No	The phone number bound when the account registered the Alibaba Cloud account.
   	User Group	No	The user group to which the Alibaba Cloud account to be added belongs.

5. Click OK to finish adding organization users.

Add Alibaba Cloud accounts in batches

1. Log on to the Quick BI console.

2. From the Quick BI home page, use the guide illustrated below to navigate to the User Management page.

   

3. In the upper right corner of the Member Management tab, select Add User > Batch Import.

   

4. In the Batch Add User Information dialog box, click Download Template for Batch User Addition to retrieve the template for adding user information in bulk.

   

5. Enter the details for the users you want to add, then save these details to the template.

   Follow these instructions for key fields in the attachment:

   Field name	Required	Description
   Account	Yes	Alibaba Cloud account. If the organization user is a primary account (for example, main_account), the account format is primary account. That is, main_account. If the organization user is a sub-account (for example, sub_account1), and the primary account of this sub-account is main_account, the cloud account format is primary account: sub-account. That is, main_account:sub_account1.
   Nickname	Yes	The nickname of the Alibaba Cloud account in Quick BI. You can customize the nickname. The nickname can only consist of Chinese and English characters, numbers, underscores, slashes, backslashes, vertical lines, parentheses, and brackets, and must not exceed 50 characters.
   User type	Yes	Supports three types: Developer, Analyst, and Visitor. The values are as follows: Developer: Can be added as a workspace member and granted data development and management permissions. Analyst: Business personnel who need to perform business analysis and have low technical requirements. Analysts analyze data by creating dashboards, workbooks, and other forms. Visitor: Cannot be added as a workspace member and is only allowed to view authorized reports.
   User role	Yes	At the organization level, there are three preset organization roles, and custom organization roles can be added. Organization administrator: Manages project information, status, and members. Organization administrators can set organization users as organization administrators. We recommend that one to three users assume this role, usually the project PM or personnel responsible for the BI platform. Permission administrator: Manages the permissions of project resources. We recommend that one to three users assume this role, usually the personnel responsible for the BI platform. Permission administrators grant user accounts the permission administrator role, mainly responsible for unified allocation and management of permissions in the background. Regular user: Users who are not set as organization administrators or permission administrators. Custom organization roles: Custom organization roles can be created based on business needs. For more information, see role management.
   Mailbox	No	The mailbox bound when registering the Alibaba Cloud account.
   Phone number	No	The phone number bound when registering the Alibaba Cloud account.
   User group	No	The user group to which the current Alibaba Cloud account belongs.
   tag_example	No	The user tag field can be customized and extended. The extended column name starts with tag_, for example, tag_example. Value description: $ALL_MEMBERS$: Indicates having all data access privileges. Fill in specific values, such as north: Indicates having access privileges to data in the north area. Note If the tag item corresponds to multiple privileges, separate them with a half-width comma (,), for example, north,east.

6. To add user information, click 'Select Excel File' and upload the file from your local device.

   • For optimal upload performance, use the Chrome browser.

   • When uploading attachments, we recommend that you obtain the template for batch adding user information and populate the attachment with user details as specified by the template.

     Check the attachment for common issues that could cause upload failure:

     • The account user is not already part of the organization.

     • The account nickname is not already in use within the organization.

     • The user group path is correct and exists.

     • The Excel file does not exceed 5000 rows.

     • The column order, with the exception of the tag_ column, remains unchanged.

     • The number of users being added does not exceed the License limit.

       For License limits for each Quick BI version, refer to the billing method.

7. To finalize the batch addition of organization users, click OK.