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Quick BI:Grant users the permissions on datasets

Last Updated:May 16, 2024

Quick BI provides collaborative operation permissions on datasets, including the Edit and Use permissions. This topic describes how to grant users the collaborative operation permissions on datasets.

Background information

The organization administrator, permission administrator, workspace administrator, or resource owner can perform the following operations:

  • 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.

Item

User type

Edit

Usage

Member in the workspace

Developer

已开通

已开通

Analyst

未开通

已开通

Visitor

未开通

未开通

Member that is not in the workspace

Developer, analyst, or visitor

未开通

未开通

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

  • Edit permission: A developer to whom the permission administrator grants this permission can create, edit, replace, or delete a dataset.

  • Use: If a developer is granted the Use permission on a specified dataset, the developer can analyze data based on the dataset.

Entry point

When a switchover is performed at theAfter you Quick BI the console, you can perform collaborative authorization on the specified dataset resources in the workspace. image

Grant a user the permissions to edit a specified dataset

Developers in the current workspace can be granted the permissions to edit datasets only when you select Specified Members or All workspace members (only members that have the dataset editing permission) for Editing Permission.

  1. On the Datasets page, find the dataset that you want to manage, click the More icon in the Actions column, and select Collaborative Authorization. In the Collaborative Authorization panel, configure Editing Permission and grant the permissions.

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

    image.png

  2. Log on to the Quick BI console as Developer B and access and edit the dataset.

    image..png

Grant a user the permissions to use a specified dataset

If Private is selected for Editing Permission, a developer can be granted the permissions to use a specified dataset. If a user is granted the Use permission on a specified dataset, the user can create dashboards, workbooks, and ad hoc queries based on the dataset.

  1. On the Datasets page, find the dataset that you want to manage, click the More icon in the Actions column, and select Collaborative Authorization. In the Collaborative Authorization panel, configure Editing Permission and grant the permissions.

    The following figure shows that Private is selected for Editing Permission and Developer B is granted the Use permission.

    image

  2. Log on to the Quick BI console as Developer B, access the dataset, and create dashboards, workbooks, or ad hoc queries based on the dataset for data analysis.

    image..png

Apply for the permissions to use a specified dataset

If you want to use a specified dataset, perform the steps that are shown in the following figure to apply for the Use permission on the dataset.

image..png