Quick BI:Manage Organization Members

Limits

If you want to delete a member, make sure that the member meets the following requirements:

• The 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.

Usage notes

• After users are removed from the organization, the permissions that are granted to the users are revoked and the data objects that are created by the users in group workspaces are deleted. However, the users can still use personal workspaces.

• Exercise caution when you delete a member. After the member is deleted, the corresponding user can be re-added as a member only by an organization administrator.

  For more information about how to add a user as an organization member, see Add a RAM user.

• If you delete a member, you cannot undo this operation.

  If you fail to delete a member, remove the member from the group workspaces to which the member belongs and try again. For more information about how to delete a workspace member, see Delete a workspace member.

Procedure

To manage members, perform the following steps:

1. /api/v1/live/login Quick BI Console

2. Follow the steps in the following figure to go to the User Management page.

   

3. On the Manage Members tab, you can perform the following operations:

   

   • ① Query users: Enter the nickname or account name of a member in the search box at the top of the page, and click the chart.

   • ② Filter users: Supports filtering user types, registered account types, bound account types, and user status.

     

   • ③ Batch update users: In the upper part of the page, click Batch Update to update user information.

     You can select whether to update user groups, contact information, and user tags.

     

     You can update the User ID, Account, Account Type, Nickname, Join Time, Last Logon Time, User Type, Role, tag_ XXX, Email, Mobile Number, and User Group.

     For more information, see Batch update user information.

     Note

     You can update the information about only the users that are in the organization. The bulk update operation does not allow you to add members.

   • ④ Batch export users: Click Batch export at the top of the page to download the user list to your local computer.

     You can select User Groups, contact information, and User Tags.

     

     If you select All, the downloaded attachments contain the following information: User ID, Account, Account Type, Nickname, Joined At, Last Logon Time, User Type, Organizational Role, tag_ XXX, Email, Mobile Number, and User Group.

     Note

     If a user has never logged on to Quick BI, the value in the last login time column is empty.

   • ⑤ Edit a user: In the Actions column, click the icon.

   • ⑥ Remove a user: Find the user that you want to remove and click the icon in the Actions column.

     Note

     If you want to delete a member, make sure that the member does not belong to workspaces. For more information, see Delete a workspace member.

     You can also select multiple users at a time, or select all users and click Delete.

   • ⑦ Disable /activate user status.

     Click the icon to disable or activate the user state.

     You can also select multiple users at a time, or select all users and click Prohibit /Activate to disable or activate multiple users at a time.

     

   • Sort the list: In the top navigation bar, click the icon to sort the list in ascending or descending order in the Actions column.

     

Batch update member information

You can update the information about only the users that are in the organization. The bulk update operation does not allow you to add members.

1. On the Members tab of the Users page, click Batch Update in the upper-right corner.

   

2. In the Update user information in bulk dialog box, click Get batch update user information template to download the template.

   You can select fields for User Groups, contact information, and User Tags as needed.

   

3. Modify the information in the template.

   The following table describes the key fields in the template.

   Log field	Description
   The user ID.	The ID of the Alibaba Cloud account. If you use an Alibaba Cloud account, log on to the Alibaba Cloud Management Console and obtain the account ID. If the organization user is a master account, the user ID is as follows. If the organization user is a RAM user, the user ID is as follows.
   Account	The name of the logon account. If you use an Alibaba Cloud account, log on to the Alibaba Cloud Management Console and obtain the account name. If the organization user is a master account, the account is as follows. If the organization user is a RAM user, the account is as follows. Note If the RAM user is a zhangsan@1111.onaliyun.com, you only need to enter zhangsan.
   Account Type	Select Alibaba Cloud account or RAM sub-account.
   The nickname of the user.	The nickname of the account in the Quick BI. You can customize the nickname. An alias must be 1 to 50 characters in length. It can contain only letters, digits, and the following special characters: _ / \ | ( ) [ ]
   Join date	The date when the user is added to the organization.
   last login time	The time when the user last logged on to the Quick BI.
   User types	The following user types are supported. Valid values: Developers include enterprise IT personnel, data analysts, and data operations personnel. Analysts analyze business and require low 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.
   Organizational 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.
   Email	The email that is bound to the account when the account is created.
   The mobile number.	The phone number that is bound to the account when the account is created.
   User group	The user group to which the account belongs.
   tag_example	You can customize tags for members. Tag names must start with tag_, such as tag_example. Valid values: $ALL_MEMBERS$: the permissions to access all data. A custom value. For example, north specifies the permissions to access data in the north region. Note Separate multiple permissions with commas (,). Example: north,east.

4. Click Upload Excel to upload the modified template.

   • We recommend that you use the Chrome browser to upload the template.

   • Before you upload the file, we recommend that you click Download Template to obtain a template. Then, enter the user information in the template based on the template requirements.

     To avoid attachment upload failures, check the attachment to ensure that the content does not appear in the following situations:

     • An account user in the file exists in the organization and cannot be added repeatedly.

     • An account alias in the file exists in the organization.

     • A user group path in the file does not exist.

     • The number of Excel rows exceeds 5000.

     • The order of columns except the tag_ column is changed.

     • The number of users to be added exceeds the licensed number.

5. Click OK.