Configure member tags
Organization administrators can configure member tags for users and associate them with fields in a tag table to streamline permission setup.
Use cases
Member tags associate users with specific tags in row-level permissions for datasets, enabling tag-based access control and fine-grained permission management.
Tag-based authorization suits organizations with many users who have diverse permission needs. You can create user-specific access policies for personalized permission management. For example, users can access data only from the regions they manage.
After you configure member tags, you can implement access control by binding a member tag table or manually managing a tag table. For details, see Tag-based authorization.
Prerequisites
Users have been added to your organization. For more information, see Add a member.
Add member tags
Log on to the Quick BI console.
-
On the Quick BI homepage, navigate to the member tag management page as shown in the following image.
-
Click Add a tag, enter the tag name and associated tag table field, and then click OK.
The associated tag table field has two value sources: a custom tag table and Edit Tags.
-
If you select Edit Tags, the tag values come from manually managed member tag values in Quick BI.
-
If you select a custom tag table, the tag values come from the corresponding field values in your custom tag table.
For more information, see Get member tags from a custom tag table in the data source.
-
Manage member tags
-
Modify a member tag: Edit the tag name or associated tag table field.
-
Delete a member tag.
