You can share your BI portals with other users. You can also edit the properties of a BI portal. Specifically, you can rename the BI portal, transfer it to another user, or change its security level.

Prerequisites

A BI portal is created. For more information, see Create a BI portal.

Share a BI portal

  1. Log on to the Quick BI console and select a workspace.
  2. In the left-side navigation pane, click BI Portals.
  3. On the BI Portals page, find the BI portal that you want to share with other users, and click Share in the Actions column.
  4. In the Share side pane that appears, set the expiration date and select the users with whom you want to share the BI portal.
    Share
  5. Click Save.

Rename a BI portal, transfer it to another user, or change its security level

  1. Log on to the Quick BI console and select a workspace.
  2. In the left-side navigation pane, click BI Portals.
  3. On the BI Portals page, find the target BI portal, and click Edit Properties in the Actions column.
  4. In the Edit Properties side pane that appears, rename the BI portal, transfer it to another user in the workspace, or change its security level. If the security level is set to Protected (Allow Other Workspace Members to Edit), the lock mechanism is triggered when multiple users attempt to edit the BI portal at the same time.