The organization management feature is available in Quick BI Advanced Edition and Enterprise Standard. This feature allows multiple users to collaborate on data development.
Use cases
The organization management feature centralizes the configuration and management of users, roles, and permissions within your Quick BI organization. You can manage organization-level settings to standardize system configurations and the user experience. This helps you establish an efficient data collaboration process in a secure, controlled analytics environment.
Limitations
Only organization administrators can perform organization management.
Organization
To ensure data security, add accounts, such as Alibaba Cloud accounts, RAM users, WeCom accounts, DingTalk accounts, or Lark accounts, to an organization to enable collaborative data development.
If you have a team of 10 to 100 people collaborating on data analysis, we recommend Quick BI Advanced Edition. It meets the following needs:
Different departments can view different reports.
Users with different roles view different content within the same report.
If you have more than 100 users, we recommend Quick BI Enterprise Standard.
Organization members
Quick BI has the following organization member types and roles:
User type
Quick BI has three user types at the organization level:
Developer: Enterprise IT staff, data analysts, and data operations personnel.
A developer can connect to data sources and create datasets.
Analyst: Business personnel who need to perform business analysis and have basic technical skills.
An analyst creates items such as dashboards and spreadsheets to analyze data.
Viewer: Users who only need to view reports, such as executives or front-line business staff.
A viewer can access content such as dashboards, spreadsheets, and sites through URLs or subscriptions.
User role
Organization roles
The organization level includes three predefined roles. You can also add custom organization roles.
Organization administrator: Manages organization information, status, and members. An organization administrator can assign the same role to other organization members.
We recommend assigning this role to 1 to 3 people, typically project managers or personnel responsible for the BI platform.
Permission administrator: Manages permissions for organization resources. We recommend assigning this role to 1 to 3 people, typically personnel responsible for the BI platform.
Regular member: An organization member who is not an organization administrator or a permission administrator.
Custom organization role: You can create custom organization roles based on your business needs. For more information, see Role management.
Workspace roles
The workspace level has four predefined roles. You can also add custom workspace roles.
Workspace administrator: Can create, edit, use, and view all modules. The workspace administrator is the highest-level role within a workspace and can also manage the permissions and assets of other members in the workspace.
Workspace developer: Can create, edit, use, and view all modules.
Workspace analyst: Can create, edit, and view the data portal, dashboard, large-screen dashboard, spreadsheet, ad-hoc analysis, self-service data retrieval, and data preparation modules. This role can also view data entry and data sources, and can use and view datasets.
Workspace viewer: Can view all modules.
Custom workspace role: You can create custom workspace roles based on your business needs. For more information, see Role management.
Organization management
By default, the creator of an organization is an organization administrator. Only organization administrators can access and manage the organization.
Organization management includes:
Manage organization information
Manage member information
Manage workspaces
Organization administrators add user accounts to the organization for data analysis in Quick BI. For more information about supported account types, see Account types.
Account types
Quick BI supports several account types:
Alibaba Cloud account: An account registered on the official Alibaba Cloud website. For instructions on how to obtain one, see Obtain Alibaba Cloud account information.
To add an Alibaba Cloud account as an organization member, see Add an Alibaba Cloud account as an organization member.
DingTalk account: A DingTalk account with the Quick BI micro-app enabled.
To add a DingTalk account as an organization member, see Add a DingTalk account as an organization member.
WeCom account: A WeCom account with the Quick BI micro-app enabled.
To have a WeCom administrator add a WeCom account as an organization member, see (Self-managed deployment) Bind the Quick BI micro-app in WeCom.
NoteThis feature is available only in the group workspaces of Enterprise Standard.
Lark account: A Lark account with the Quick BI micro-app enabled.
To have a Lark administrator add a Lark account as an organization member, see Bind the Quick BI micro-app in Lark.
NoteThis feature is available only in the group workspaces of Enterprise Standard.
RAM user: A user created in the RAM console by an Alibaba Cloud account. For instructions on how to create a RAM user, see Obtain RAM user information.
To add a RAM user as an organization member, see Add a RAM user as an organization member.
RAM role: A role created in the RAM console by a RAM administrator. For instructions on how to create a RAM role, see Obtain account information.
To add a RAM role as an organization member, see Add a RAM role as an organization member.