Quick BI allows you to add members to workspaces and assign roles to members. Roles have different permissions. Each member must be assigned at least one role.
Workspaces
On the Workspaces page, you can manage group workspaces as a workspace administrator. Workspace administrators of a group workspace are appointed by the organization administrator who creates the group workspace. Administrators of a workspace have permissions to specify other members in the workspace as administrators.
- Create group workspaces.
- Modify group workspaces.
- Specify a group workspace as the default group workspace.
Mappings between roles and permissions
A member of a workspace can assume the following roles: workspace administrator, developer, analyst, and visitor.
Data object type | Developer | Analyst | Visitor |
---|---|---|---|
Data sources and datasets | A member that assumes this role can create data sources and manage only self-created data sources. | A member that assumes this role can only use datasets. | A member that assumes this role cannot access data sources or datasets. |
Workbooks | A member that assumes this role can create workbooks and manage only self-created
workbooks.
This member can also modify the workbooks that are created by other members if the member is authorized. |
A member that assumes this role can create workbooks and manage only self-created
workbooks.
This member can also modify the workbooks that are created by other members if the member is authorized. |
A member that assumes this role can only preview workbooks. |
Dashboards | A member that assumes this role can create dashboards and manages only self-created
dashboards.
This member can also modify the dashboards that are created by other members if the member is authorized. |
A member that assumes this role can create dashboards and manages only self-created
dashboards.
This member can also modify the dashboards that are created by other members if the member is authorized. |
A member that assumes this role can only preview dashboards. |
BI portals | A member that assumes this role can create BI portals and manages only self-created
BI portals.
This member can also modify the BI portals that are created by other members if the member is authorized. |
A member that assumes this role can create BI portals and manages only self-created
BI portals.
This member can also modify the BI portals that are created by other members if the member is authorized. |
A member that assumes this role can only preview workbooks. |
Operation | Developer | Analyst | Visitor |
---|---|---|---|
Create data sources | Permitted | Not permitted | Not permitted |
Modify data sources | Permitted to modify only self-created data sources | Not permitted | Not permitted |
Delete data sources | Permitted to delete only self-created data sources | Not permitted | Not permitted |
Use data sources | Permitted | Not permitted | Not permitted |
Create datasets | Permitted | Not permitted | Not permitted |
Modify datasets | Permitted to modify self-created datasets and specific datasets that are created by other members for which permissions are granted | Not permitted | Not permitted |
Delete datasets | Permitted to delete only self-created datasets | Not permitted | Not permitted |
Use a dataset | Permitted | Permitted | Not permitted |
Operation | Developer | Analyst | Visitor |
---|---|---|---|
Create workbooks | Permitted | Permitted | Not permitted |
Modify workbooks | Permitted to modify self-created workbooks and specific workbooks that are created by other members for which permissions are granted | Permitted to modify self-created workbooks and specific workbooks that are created by other members for which permissions are granted | Not permitted |
Delete workbooks | Permitted to delete only self-created workbooks | Permitted to delete only self-created workbooks | Not permitted |
Preview workbooks | Permitted | Permitted | Permitted |
Share workbooks | Permitted to share only self-created workbooks | Permitted to share only self-created workbooks | Not permitted |
Reference workbooks | Permitted | Permitted | Not permitted |
Operation | Developer | Analyst | Visitor |
---|---|---|---|
Create dashboards | Permitted | Permitted | Not permitted |
Modify dashboards | Permitted to modify self-created dashboards and specific dashboards that are created by other members for which permissions are granted | Permitted to modify self-created dashboards and specific dashboards that are created by other members for which permissions are granted | Not permitted |
Delete dashboards | Permitted to delete only self-created dashboards | Permitted to delete only self-created dashboards | Not permitted |
View dashboards | Permitted | Permitted | Permitted |
Share dashboards | Permitted to share only self-created dashboards | Permitted to share only self-created dashboards | Not permitted |
Reference dashboards | Permitted | Permitted | Not permitted |
Publish dashboards | Permitted to publish only self-created dashboards | Permitted to publish only self-created dashboards | Not permitted |
Operation | Developer | Analyst | Visitor |
---|---|---|---|
Create BI portals | Permitted | Permitted | Not permitted |
Modify BI portals | Permitted to modify self-created BI portals and specific BI portals that are created by other members for which permissions are granted | Permitted to modify self-created BI portals and specific BI portals that are created by other members for which permissions are granted | Not permitted |
Delete BI portals | Permitted to delete only self-created BI portals | Permitted to delete only self-created BI portals | Not permitted |
Preview BI portals | Permitted | Permitted | Permitted |
Share BI portals | Permitted to share only self-created BI portals | Permitted to share only self-created BI portals | Not permitted |