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.

You can perform the following operations to manage workspaces:
  • 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.

The permissions that are granted to each role are fixed and cannot be modified. To grant permissions to a member of a workspace, you need only to assign roles to the member.
Table 1. Permissions on each type of data objects
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.
Table 2. Operations on data sources and datasets
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
Table 3. Operations on workbooks
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
Table 4. Operations on dashboards
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
Table 5. Operations on BI portals
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