Quick BI:Manage Organization Users

Limits

Organization administrators face the following restrictions when removing users:

• Administrators cannot remove themselves.

• Users who are part of a workspace cannot be removed.

• Users who are organization administrators or workspace owners cannot be removed.

Notes

• Permissions and content granted by the organization will be lost when users are removed; however, their activities in personal workspaces remain unaffected.

• Re-adding a user after removal requires caution and must be done by an organization administrator.

  For details on adding users, see Add Users.

• Members can be permanently removed from an organization by administrators.

  If user removal fails, first delete the user from the workspace, then remove them from the organization. For instructions on deleting workspace members, see Delete Workspace Members.

Procedure

You can manage users from the organization management page.

1. Log on to the Quick BI console.

2. Navigate to the user management page as illustrated below.

   

3. On the Member Management tab, the following actions are available:

   

   • ① Query users: Enter a keyword, such as a member's nickname or account name, in the search box at the top of the page, and click the icon.

   • ② Filter users: Use filters such as user type, account registration type, account binding type, user status, or account ID.

     

   • ③ Batch update users: Select Batch Update to modify user information in bulk.

     Options include updating User groups, Contact information, and User tags.

     

     Fields such as User ID, Nickname, User Type, Organization role, Tag_XXX, Email, Phone Number, and User Group can be updated.

     For more information, refer to Batch Update User Information.

     Note

     Note: Only existing user information can be modified; adding new users is not permitted.

   • ④ Batch export users: Click Batch Export to download a list of users to your local device.

     You can select fields such as User groups, Contact information, and User tags.

     

     The downloaded file includes fields like User ID, Account, Account Type, Nickname, Join Date, Last Logon Time, User Type, Organization role, User status, Tag_XXX, Email, Phone Number, and User Group.

     Note

     Last Logon Time will be empty if a user has never logged on to Quick BI.

   • ⑤ Edit users: Click the icon in the Actions column for the user you want to edit.

   • ⑥ Remove users: Click the icon in the Actions column for the user you want to remove.

     Note

     Ensure the user is not part of any workspace before removal. For details, see Delete Workspace Members.

     You can also select multiple users or all users and click Delete for bulk removal.

   • ⑦ Disable or activate user status.

     To disable or activate a user, click the icon.

     For batch operations, select multiple users or all users and click Disable/Activate.

     

   • Sort the list by clicking the icon in the navigation bar to arrange the current column in ascending or descending order.

     

   • Due to technical updates in WeCom, you must log on to access specific features. Please click the logon entry to sign in to WeCom prior to executing any further operations.

Batch update user information

Remember, you can only modify information for existing users; adding new users is not an option.

1. On the User Management page, select the Member Management tab, then click Batch Update in the upper-right corner.

   

2. In the Batch Update User Information dialog box, click Obtain The Batch Update User Information Template to download the template.

   Select fields such as User groups, Contact information, and User tags.

   

3. Fill in the user information to be updated and save it to the template.

   Below are the key fields in the attachment:

   Field name	Description
   User ID	The Alibaba Cloud user ID. If the account is an Alibaba Cloud account, log on to the Alibaba Cloud Management Console to obtain the account ID. If the organization user is a primary account, the user ID is as shown below. If the organization user is a RAM user, the user ID is as shown below.
   Account	The logon name of the Alibaba Cloud account. If the account is an Alibaba Cloud account, log on to the Alibaba Cloud Management Console to obtain the account name. If the organization user is a primary account, the account is as shown below. If the organization user is a RAM user, the account is as shown below. Note If the RAM account is zhang***@1111.onaliyun.com, you only need to enter zhangsan.
   Account type	Supports two types: Alibaba Cloud Account and Alibaba Cloud RAM.
   Nickname	The nickname of the account in Quick BI. You can customize the nickname. The nickname can only contain letters, numbers, underscores, slashes, backslashes, vertical lines, parentheses, and brackets, and cannot exceed 50 characters.
   Join date	The date when the user joined the Quick BI organization.
   Last logon time	The last time the user logged on to Quick BI.
   User type	Supports the following user types: Developer: IT personnel, data analysts, and data operators in enterprises. Analyst: Business personnel who need to perform business analysis but do not require advanced technical skills. Analysts analyze data by creating dashboards, workbooks, and other forms. Visitor: Users who only view reports (such as executives or managers) or front-line business personnel who only view data results. Visitors can view dashboards, workbooks, and site content through URLs or subscriptions.
   Organization role	At the organization level, three preset organization roles are available, and custom organization roles can be added. Organization administrator: Manages project information, status, and members. Organization administrators can assign organization administrator roles to organization users. We recommend that one to three users assume this role. In most cases, project PMs or personnel responsible for the BI platform assume this role. Permission administrator: Manages permissions for project resources. We recommend that one to three users assume this role. In most cases, personnel responsible for the BI platform assume this role. Permission administrators grant user accounts the permission administrator role and are primarily responsible for centrally assigning and managing permissions in the backend. Regular user: Users who are not assigned the organization administrator or permission administrator roles. Custom organization role: Custom organization roles can be created based on business requirements.
   User status	Active or inactive.
   Email	The email address bound to the account during registration.
   Phone number	The phone number bound to the account during registration.
   User group	The user group to which the current account belongs.
   tag_example	The user tag field can be customized and extended. The extended column name starts with tag_, such as tag_example. Value description: $ALL_MEMBERS$: Indicates access to all data. Enter a specific value, such as north: Indicates access to data in the north region. Note If multiple permissions correspond to a tag item, separate them with commas (,), such as north,east.

4. Upload the updated user information from your local device by clicking Select Excel File.

   • For optimal results, use the Chrome browser to upload files.

   • It is recommended to download The Batch Add User Information Template and fill in the user information according to the template guidelines.

     To prevent upload errors, ensure the file does not contain the following issues:

     • The account user is already in the organization.

     • The account nickname is already in use within the organization.

     • The user group path does not exist.

     • The Excel file exceeds 5,000 rows.

     • The column order, except for the tag_ column, has been altered.

     • The number of users being added surpasses the license limit.

5. Complete the batch update of organization users by clicking OK.