On the workspaces page, you can add, edit, search, and delete workspace members. To perform these actions, you must first go to the workspaces page.

Go to the workspaces page

  1. Log on to the Quick BI console.
  2. Click Settings > Workspaces in the upper-right corner of the page.
  3. Click the Members tab to show the Members tab page.

Add members to a workspace

  1. On the workspaces page, click the workspace that you want to add members to.
  2. Click the Members tab, and then click Add Members on the members tab page, as shown in the following figure:

  3. Search members by alias and select a role for the members, as shown in the following figure:

  4. Click OK to add the members.

Modify the member role

  1. On the workspaces page, click the workspace that the member belongs to.
  2. Click the Members tab, and click Edit in the Actions column for the target member.
  3. Change the role of the member.

    Different roles are granted different permissions. For more information, see Add members to a workspace.
  4. Click OK to submit the change.

Search members

  1. On the workspaces page, click a workspace to search members.
  2. Click the Members tab, enter an alias into the search box on the members tab page.

  3. Click the Search icon to search for the member.

Delete a member

  1. On the workspaces page, click the workspace that the target member belongs to.
  2. Click the Members tab, and click Delete in the Actions column for the target member.
  3. Select a new owner from the drop-down list. Items under the member to be deleted will be transferred to the new owner.
  4. Click OK to delete the member.