To configure permissions for different organization members, you can create different user groups based on the departments or the roles of the members. The departments include sales, operations, and technology departments. The roles include analysts, project managers, and project directors. The same member can belong to multiple user groups.
Prerequisites
Users are added to the organization as organization members. For more information, see Add a RAM user
Procedure
Log on to the Quick BI console.
On the Quick BI homepage, follow the instructions in the following figure to go to the Users Management page.
On the User Groups tab, you can perform the following operations:
In the User Group List section, select the target group. In the User Group Architecture section on the right, you can view the subgroups and RAM user information of the current user group.
NoteThe user group list supports a maximum of five levels of categories.
Add subgroups (①): In the user group list, select the target group and click the
icon at the top to add a subgroup. View sub-user groups (②): In the User Group Architecture section, select the target sub-user group and click to view the user architecture page of the sub-group.
Delete sub user (③): In the user group list, select the user group and click
in the sub user block in the User Group Schema section to remove the user from the user group. Query the information of users under the current user group (④): If there are a large number of users, enter a username keyword in the search area at the top of the User Group Architecture page to check whether the users belong to the current user group.
Add RAM user to the user group (⑤): In the User Group List section, select the user group that you want to add. In the User Information List section, select the user group and click Add User in the lower part of the RAM user.
In the User Groups section, you can perform the following operations on the Target Group and Target Child Group.
Edit a user group (1): In the User Groups section, double-click the target group and enter the Edit state.
Add a subgroup (②): In the User Groups section, select the group that you want to add, click the
icon on the right, and then select Add child group. Delete a user group (③): In the User Groups section, select the target group, click the
icon on the right, and select Delete User Group. NoteOnly sub nodes can be deleted.
In the User Group List section, you can drag and drop the user groups to change the order and change the group schema.
ImportantThe member is not the logon user.
The member belongs to no group workspaces.
The member is not an organization administrator or a group workspace owner.