All Products
Search
Document Center

Quick BI:Grant users the permissions on data works

Last Updated:Oct 18, 2024

Data works include dashboards, visualization screens, workbooks, and ad hoc analysis. This topic describes how to authorize data works and how to authorize data works.

Background information

The organization administrator, permission administrator, workspace administrator, or owner of a data work can grant permissions to a user.

  • 已开通indicates that the operation is supported only after the current user type is authorized.

  • 未开通indicates that the current user type does not support the operation and cannot be authorized.

Section

User type

Edit

Export

View

Member in the workspace

Developer

已开通

已开通

已开通

Analyst

已开通

已开通

已开通

Visitor

未开通

已开通

已开通

Member that is not in the workspace

Developer, analyst, or visitor

未开通

已开通

已开通

Take note of the following points on the collaborative operation permissions:

  • Edit permission: If a user is granted the Edit permission, the user can edit, export, and view data works.

  • Export permission: If a user has the Export (Including View) permission, the user can export and view data works.

  • View: If a user is granted the View permission, the user can only view data works.

Entry

After you enter the Quick BI console, you can perform the steps that are shown in the following figure to grant users the collaborative operation permissions on a specified data work in the current workspace.image.png

Grant a user the permissions to edit a specified data work

After you grant the Edit permission, the person who has the permission to access the target data work can edit and unsubscribe the data work. 编辑即席分析

The developers and analysts in the current workspace can be granted the permissions to edit a specified data work only when Specified Members or All Workspace Members(Except viewers) is selected for Editing Permission. The following example describes how to grant Developer B the Editable permission on a specified data work.

  1. In the Collaborative Authorization panel, configure Editing Permission and grant the permissions.

    The following figure shows that Specified Members is selected for Editing Permission and Developer B is granted the Edit permission.

    image

  2. On the Invite to Edit tab, click Copy to copy the URL and send it to the user that is granted the Editable permission.image.png

Grant a user the permissions to view or export the result of a specified data work

  • After you grant the Export (Including View) permission, the permission takes effect. Users can export the data work when they access the data work.

    Dashboard export sample image

    Example of exporting the result of a workbook

    image.png

    Example of exporting the result of an ad hoc analysis

    image.png

  • After the View permission is granted, the user can view the data work when the permission takes effect.

    Dashboard view sample

    image

    Sample workbook view

    image.png

    View sample of ad hoc analysis

    image.png

If Private is selected for Editing Permission, a user can be granted the permissions to view or export the result of a specified data work. The following example describes how to grant Visitor B the Export (Including View) permission.

  1. In the Collaborative Authorization panel, configure Editing Permission and grant the permissions.

    The following figure shows that Private is selected for Editing Permission and Visitor B is granted the View and Export permission on a specified data work.image

  2. On the Invite to View tab, click Copy to copy the URL and send it to the user that is granted the View and Export permission.image.png