You need to assign a role to the member after you add it to a workspace. Roles have different permissions. Each member can be assigned a maximum of one role.

Roles include Space Manager, Developer, Analyst, and Viewer.

Mappings for roles and permissions

Mappings for roles and permissions are fixed and not modifiable. To grant permission to the member of a workspace, you only need to specify the role for the member.
Note The classic workbook feature is in beta and will not be supported in future versions. A classic workbook does not support custom grouping fields, data type conversions, dataset joins based on snowflake schemas, and joins for databases from different data sources.
Table 1. Function navigation entry
Permission Developer Analyst Viewer
Datasets/Data sources Supported Not supported Supported
Classic Workbooks/Workbooks Supported Supported Supported
Dashboards Supported Supported Supported
Portals Supported Supported Supported
Table 2. Datasets/Data sources
Permission Developer Analyst Viewer
Create Data Sources Supported Not supported Not supported
Modify data sources Only modifying own data sources is supported Not supported Not supported
Delete data sources Only deleting own data sources is supported Not supported Not supported
Use data sources Supported Not supported Not supported
Create datasets Supported Not supported Not supported
Modify datasets Only modifying own datasets is supported Not supported Not supported
Delete datasets Only deleting own datasets is supported Not supported Not supported
Use datasets Supported Supported Not supported
Table 3. Class workbooks
Permission Developer Analyst Viewer
Create classic workbooks Supported Supported Not supported
Modify classic workbooks Only modifying own classic workbooks is supported Only modifying own classic workbooks is supported Not supported
Delete classic workbooks Only deleting own classic workbooks is supported Only deleting own classic workbooks is supported Not supported
View classic workbooks Supported Supported Supported
Share classic workbooks Only sharing own classic workbooks is supported Only sharing own classic workbooks is supported Not supported
Reference classic workbooks Supported Supported Not supported
Table 4. Workbooks
Permission Developer Analyst Viewer
Create workbooks Supported Supported Not supported
Modify workbooks Only modifying own workbooks is supported Only modifying own workbooks is supported Not supported
Delete workbooks Only deleting own workbooks is supported Only deleting own workbooks is supported Not supported
View workbooks Supported Supported Supported
Share workbooks Only sharing own workbooks is supported Only sharing own workbooks is supported Not supported
Reference workbooks Supported Supported Not supported
Table 5. Dashboards
Permission Developers Analysts Viewer
Create dashboards Supported Supported Not supported
Modify dashboards Only modifying own dashboards is supported Only modifying own dashboards is supported Not supported
Delete dashboards Only deleting own dashboards is supported Only deleting own dashboards is supported Not supported
View dashboards Supported Supported Supported
Share dashboards Only sharing own dashboards is supported Only sharing own dashboards is supported Not supported
Reference dashboards Supported Supported Not supported
Publish dashboards Only publishing own dashboards is supported Only publishing own dashboards is supported Not supported
Table 6. Portals
Permission Developer Analyst Viewer
Create portals Supported Supported Not supported
Modify portals Only modifying own portals is supported Only modifying own portals is supported Not supported
Delete portals Only deleting own portals is supported Only deleting own portals is supported Not supported
View portals Supported Supported Supported
Share portals Only sharing own portals is supported Only sharing own portals is supported Not supported

Add members to a workspace

  1. Log on to the Quick BI console.
  2. Choose Settings > Workspaces.
  3. Click the Members tab to jump to the Members tab page.
  4. Click Member Added to Workspace as shown in the following figure.

  5. Search for the member that you want to add by the nickname and assign a role to it as shown in the following figure.

  6. Click OK to complete adding the member.