Manage Organization Users

Limits

The following limits apply when an organization administrator removes a user:

• Administrators cannot remove themselves.

• Workspace owners cannot be removed.

Notes

• When a user is removed from an organization, they lose all permissions and content associated with that organization. This does not affect the user's operations in their personal space.

• After a user is removed from an organization, an administrator must add them again to restore their access. Proceed with caution.

  For information about how to add users, see Add users.

• Administrators can remove members from an organization. This operation cannot be revoked.

  Workspace owners cannot be removed. To remove a workspace owner, you must first change the workspace owner and then remove the user.

• After a user is removed from an organization, their resources in the workspace, such as reports and datasets, are transferred to the workspace owner by default.

Procedure

Manage users on the Organization Management page.

1. Log on to the Quick BI console

2. Follow the steps in the following figure to navigate to the user management page.

   

3. On the Member Management tab, you can perform the following operations:

   

   Available operations	Description
   ① Query users	Enter a keyword from the member's nickname or account name in the search box at the top of the page and click the icon to quickly search.
   ② Filter users	You can filter by user type, account creation type, attached account type, user status, account ID, and available Agent.
   ③ Batch update users	At the top of the page, click Batch Update. In the Batch Update User Information dialog box, update user information by uploading an Excel file. You can select whether to update User Group, Contact Information, and User Tag. You can update information such as User ID, Nickname, User Type, Organization Role, tag_XXX, Email, Mobile Number, and User Group. For detailed instructions, see Batch Update User Information. Note When you update user information, you can only modify information for existing users in the organization. You cannot add new users.
   ④ Batch export users	At the top of the page, click Batch Export to download the user list to your local machine. You can select User Group, Contact Information, and User Tag. If you select all options, the downloaded attachment contains information such as User ID, Account, Account Type, Nickname, Join Time, Last Logon Time, User Type, Organization Role, User Status, tag_XXX, Email, Mobile Number, and User Group. Note Last Logon Time: If the user has never logged on to Quick BI, the value is empty. When a user logs on to the Quick BI mobile micro-application using an attached DingTalk, WeCom, or Lark account, the system does not update the last logon time for the attached account. When a user logs on using a DingTalk, WeCom, or Lark account that was added to the Quick BI organization (including access through a browser or mobile micro-application), the system updates the last logon time for that account.
   ⑤ Quick BI account quota information	This area shows the account usage for the current organization in the Quick BI platform, including the number of activated accounts and purchased accounts. Hover over this area and click the icon to go to the Access Analytics page to view access data for users in the organization.
   ⑥ Agent capability quota information	This area shows the quota usage for each AI Agent in the current organization, including the number of used quotas and purchased quotas. Hover over the data area for an Agent and click the icon to quickly filter the user list for users who can use that Agent.
   ⑦ Sort list	In the navigation bar at the top of the page, click the icon to sort the current column in ascending or descending order.
   ⑧ Edit user	In the Actions column of the target user, click the icon. In the User Details dialog box, you can edit the following user information. a: Modify the user's nickname and attach the user's mobile phone number, email, and office account information. b: Modify the user's User Group, User Type, and Available Agent. c: View the workspaces the user has joined. You can set the user's role in the workspace. d: If the user no longer belongs to the current organization, click Delete Member. Confirm the deletion in the Delete User dialog box to successfully delete the user.
   ⑨ Delete user	In the Actions column of the target user, click the icon. Note Workspace owners cannot be deleted. To delete a workspace owner, you must first change the workspace owner and then delete the user. You can also select multiple users or select all users and click Delete to delete users in a batch.
   ⑩ Deactivate/Activate user	Click the icon to deactivate or activate a user. You can also select multiple users or select all users and click Deactivate/Activate to deactivate or activate users in a batch.

   Note

   When you perform operations on WeCom accounts, you must log on to use certain features because of technical changes made by WeCom. Click the logon entry to log on to WeCom before you perform other operations.

Batch Update User Information

You can use the batch update feature to modify information for existing users in the organization. You cannot use this feature to add new users.

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

   

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

   You can select the fields for User Group, Contact Information, and User Tag as required.

   

3. Enter the updated user information in the template and save the file.

   Instructions for completing the key fields in the attachment are provided below.

   Field Name	Description
   User ID	The ID of the Alibaba Cloud user. If it is an Alibaba Cloud account, log on to the Alibaba Cloud Management Console and get the account ID. If the organization user is an Alibaba Cloud account, the user ID is shown in the following figure. If the organization user is a RAM user, the user ID is shown in the following figure.
   Account	The name used to log on to Alibaba Cloud. If it is an Alibaba Cloud account, log on to the Alibaba Cloud Management Console and get the account name. If the organization user is an Alibaba Cloud account, the account is shown in the following figure. If the organization user is a RAM user, the account is shown in the following figure. Note If the RAM account is zhangsan@1111.onaliyun.com, enter only zhangsan.
   Account Type	Two types are supported: Alibaba Cloud Account and Alibaba Cloud RAM.
   Nickname	The nickname of the account in Quick BI. You can customize the nickname. The nickname can contain Chinese characters, English letters, digits, underscores (_), forward slashes (/), backslashes (\), vertical bars (|), parentheses (()), and brackets ([]). The nickname can be up to 50 characters in length.
   Join Date	The date when the user joined the Quick BI organization.
   Last Logon Time	The time when the user last logged on to Quick BI.
   User Type	The following user types are supported. Valid values: Developer: for corporate IT staff, data analysts, and data operations personnel. Analyst: A business user who performs business analysis and does not require advanced technical skills. Analysts analyze data by creating dashboards, workbooks, and other resources. Viewer: for users who only view reports, such as managers and leaders, or frontline business personnel who only view data results. Viewers can view the content of dashboards, workbooks, and sites through URLs or subscriptions.
   Organization Role	At the organization level, there are three preset organization roles. You can also add custom organization roles. Organization Administrator: Manages project information, status, and members. An organization administrator can set an organization user as an organization administrator. We recommend assigning this role to one to three people, typically project managers or personnel in charge of the BI platform. Permission Administrator: Manages permissions on project resources. We recommend assigning this role to one to three people, typically personnel in charge of the BI platform. A permission administrator grants the Permission Administrator role to user accounts and is mainly responsible for centrally allocating and managing permissions in the backend. Regular User: A user who is not set as an organization administrator or a permission administrator. Custom Organization Role: You can customize organization roles as needed.
   Available Agent	The Agent capabilities that the current user can use. You can enter Q-Query, Q-Build, Q-Report, and Q-Explore. Separate multiple Agents with commas (,). For example, to assign the Q-Query and Q-Report usage seats to a member, enter: Q-Query,Q-Report. Note If User Type is set to Viewer, the Q-Build Agent cannot be used. Make sure that the organization role you assign to the user has the permissions to use the relevant Agents. Otherwise, even if an Agent usage seat is assigned, the user does not have the permissions to use the Agent capabilities. For more information about organization role permissions, see Organization roles. The entire table upload task fails in the following cases: You add an unpurchased module to the Available Agent field. The remaining quota is less than the required new quota.
   User Status	Active or Inactive.
   Email	The email address attached when the account was created.
   Mobile Number	The mobile phone number attached when the account was created.
   User Group	The user group to which the current account belongs.
   tag_example	The user tag field can be extended with custom columns. The name of an extended column must start with tag_, for example, tag_example. Value description: $ALL_MEMBERS$: Indicates that the user has permissions to access all data. Enter a specific value, for example, north. This indicates that the user has permissions to access data in the north region. Note If a tag corresponds to multiple permissions, separate them with a comma (,), for example, north,east.

4. You can click Select Excel File to upload the user information for update from your local machine.

   • We recommend that you use Google Chrome to upload the file.

   • We recommend that you click Get Batch Update User Information Template and enter the user information in the downloaded file as required.

     To prevent upload failures, check the file to make sure that it does not contain the following issues:

     • The user account already exists in the organization.

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

     • A specified user group path does not exist.

     • The Excel file contains more than 5,000 rows.

     • The order of columns other than the tag_ column has been changed.

     • The number of users to be added exceeds the license limit.

5. Click OK to batch update the organization users.