This topic describes how to add Alibaba Cloud accounts to an organization in Quick BI. An organization administrator can add one or more Alibaba Cloud accounts at a time.

Prerequisites

An Alibaba Cloud account is obtained. For more information, see Obtain information about your Alibaba Cloud account.

Background information

The following list provides the types and roles of organization users in Quick BI:
  • User types

    The following three user types are supported: developer, analyst, and visitor.

    • Developers include enterprise IT personnel, data analysts, and data operations personnel.
    • Analysts analyze business and require low technical capabilities.
    • Visitors can be users such as bosses and leaders who only view reports. Visitors can also be field business personnel who only view data results. Visitors can subscribe to and view dashboards, workbooks, and BI portals. Visitors can also use URLs to view these data objects.
  • User roles

    The following two organization roles are supported: organization administrators and common users.

    • Organization administrators manage the information about projects and the status and members of the projects. Organization administrators can specify an organization user as an organization administrator.

      We recommend that one to three users assume the organization administrator role. In most cases, project managers and personnel that are responsible for the Quick BI platform assume this role.

    • Common users are users that are not specified as organization administrators.

Limits

  • Only organization administrators can add Alibaba Cloud accounts to an organization.
  • The information in this topic applies only to Quick BI Pro and Quick BI Enterprise Standard.

Note

When you add Alibaba Cloud accounts at a time, you need to upload a file to Quick BI.

  • We recommend that you use the Chrome browser to upload the file that contains the account information.
  • Before you upload the file, we recommend that you click Download Template to obtain a template. Then, enter the user information in the template based on the template requirements.
    If one of the following situations occurs, you cannot upload the file:
    • An account user in the file exists in the organization and cannot be added repeatedly.
    • An account alias in the file exists in the organization.
    • A user group path in the file does not exist.
    • The number of rows in the file does not exceed 5000.
    • The order of columns except the tag_ column is changed.
    • The number of users to be added exceeds the licensed number.

      For more information about the licensed number of users in each Quick BI edition, see License quota.

Add a single Alibaba Cloud account

  1. Add a single Alibaba Cloud account to an organization by performing the steps shown in the following figure.
    Add a single Alibaba Cloud account
  2. In the Add Member dialog box, select Alibaba Cloud account for Account type and configure the following parameters.
    Add an Alibaba Cloud account
    Category Parameter Required Description
    Basic Information Account Yes For more information about the Alibaba Cloud account that you want to add, see Obtain information about your Alibaba Cloud account.
    Alias Yes The alias of the Alibaba Cloud account that is used in Quick BI. You can customize the alias.

    An alias must be 1 to 50 characters in length. It can contain only letters, digits, and the following special characters: _ / \ | ( ) [ ]

    User type Yes The following three user types are supported: developer, analyst, and visitor.
    • Developers include enterprise IT personnel, data analysts, and data operations personnel.
    • Analysts analyze business and require low technical capabilities.
    • Visitors can be users such as bosses and leaders who only view reports. Visitors can also be field business personnel who only view data results. Visitors can subscribe to and view dashboards, workbooks, and BI portals. Visitors can also use URLs to view these data objects.
    Role No Only the organization administrator role is available.

    Organization administrators manage the information about projects and the status and members of the projects. We recommend that one to three users assume the organization administrator role. In most cases, project managers and personnel that are responsible for the Quick BI platform assume this role.

    Additional Information Group No The user group to which the Alibaba Cloud account belongs.
  3. Click OK.

Add Alibaba Cloud accounts at a time

  1. On the Organization page, click the Members tab.
  2. Click Import Members.
    Add Alibaba Cloud accounts at a time 312.1
  3. In the Import Organization Members dialog box, select Alibaba Cloud account for Account type.
    Add user information at a time
  4. Click Download Template to download a template to add users.
  5. Enter user information in the template and save the template.
    The following table describes the key fields in the template.
    Field name Required Description
    Account Yes The Alibaba Cloud account.
    • If the organization user that you want to add uses an Alibaba Cloud account such as main_account, enter the Alibaba Cloud account such as main_account.
    • If the organization user that you want to add uses a RAM user such as sub_account1 and the Alibaba Cloud account of this RAM user is main_account, enter the account information in the Alibaba Cloud account:RAM user format. For example, enter main_account:sub_account1.
    Nick Yes The alias of the Alibaba Cloud account that is used in Quick BI. You can customize the alias.

    An alias must be 1 to 50 characters in length. It can contain only letters, digits, and the following special characters: _ / \ | ( ) [ ]

    UserType Yes The following three user types are supported: developer, analyst, and visitor.
    • Developers can be added as workspace members and granted the permissions to develop and manage data.
    • Analysts can be added as workspace members and granted the permissions to analyze and view data.
    • Visitors cannot be added as workspace members and can view only the reports on which they have permissions.
    Email No The email address that is bound to the Alibaba Cloud account when the account is created.
    Phone No The phone number that is bound to the Alibaba Cloud account when the account is created.
    UserGroup No The user group to which the Alibaba Cloud account belongs.
    tag_example No You can customize tags for members. Tag names must start with tag_, such as tag_example.
    Valid values:
    • $ALL_MEMBERS$: the permissions to access all data.
    • A custom value. For example, north specifies the permissions to access data in the north region.
      Note If you want to specify multiple permissions in a tag, separate the permissions with commas (,). For example, enter north,east.
  6. Click Upload Excel to upload the file that contains the account information from an on-premises device.
    • We recommend that you use the Chrome browser to upload the file that contains the account information.
    • Before you upload the file, we recommend that you click Download Template to obtain a template. Then, enter the user information in the template based on the template requirements.
      If one of the following situations occurs, you cannot upload the file:
      • An account user in the file exists in the organization and cannot be added repeatedly.
      • An account alias in the file exists in the organization.
      • A user group path in the file does not exist.
      • The number of rows in the file does not exceed 5000.
      • The order of columns except the tag_ column is changed.
      • The number of users to be added exceeds the licensed number.

        For more information about the licensed number of users in each Quick BI edition, see License quota.

  7. Click OK.