This topic describes how to manage members in a workspace. You can add or remove members to or from a workspace. You can also modify or search for members in a workspace.

Go to the Workspaces page

  1. Log on to the Quick BI console.
  2. In the top navigation bar, click the Settings icon.
  3. In the left-side navigation pane, click Workspaces.
  4. On the Workspaces page, click the Members tab.
    Go to the Members tab. 1

Add a member to a workspace

This section describes how to add a member to a workspace.
Note A member can be added to a workspace only if the member is an analyst or a developer.
  1. On the Workspaces page, click the workspace to which you want to add a member.
  2. On the Members tab, click Add Members.
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  3. In the Add Members dialog box, select a member role, select a member from the drop-down list, and then configure Scope of authority.
    Grant permissions
    • If the member role is set to Developer, you can set Scope of authority to Admin auth, Develop auth, Analyse auth, or View auth.
    • If the member role is set to Analyst, you can set Scope of authority to Analyse auth or View auth.
    Note
    • Admin auth: allows you to manage workspace members and resources.
    • Develop auth: allows you to manage data sources, datasets, and reports. You can also view all reports in the workspace.
    • Analyse auth: allows you to manage reports and view all the reports in the workspace.
    • View auth: allows you to view all the reports in the workspace.
  4. Click OK.

Modify the permissions of a member in a workspace

  1. On the Workspaces page, click the workspace that you want to manage.
  2. Click the Members tab. On the Members tab, find the Alibaba Cloud account for which you want to modify permissions, and click Edit in the Actions column.
  3. In the Edit Members dialog box, modify the permissions of the member.
  4. Click OK.

Search for members in a workspace

This section describes how to search for members in a workspace.

  1. On the Workspaces page, click the workspace in which you want to search for a member.
  2. Click the Members tab. On the Members tab, enter the member alias or the account ID of an Alibaba Cloud account in the search box on the right.
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  3. Click the Search for a member icon to search for the member.

Remove a member from a workspace

  1. On the Workspaces page, click the workspace from which you want to remove a member.
  2. Click the Members tab. On the Members tab, find the Alibaba Cloud account that you want to remove, and click Delete in the Actions column.
  3. In the Remove Member dialog box, select a new owner and click OK.
    Remove a member