Quick BI:Add a DingTalk account as an organization user

Background information

Quick BI categorizes organization users into the following types and roles:

• User types

  Organization users are classified into three categories:

  • Developers: These include enterprise IT staff, data analysts, and data operations personnel.

  • Analysts: Business personnel who conduct business analysis with minimal technical requirements.

    Analysts create and utilize dashboards, workbooks, and other analytical tools.

  • Visitors: Individuals such as executives or managers who only view reports, or frontline business staff who solely access data results. Visitors can access dashboards, workbooks, and sites via URLs or subscriptions.

• User roles

  • Organization roles

    There are three predefined roles at the organization level, with the option to add custom roles:

    • Organization Administrator: Manages project information, status, and members. They can also designate other users as organization administrators.

      Typically, one to three individuals fill this role, often the project PM or those responsible for the BI platform.

    • Permission Administrator: Oversees permissions for project resources. One to three individuals usually assume this role, commonly those in charge of the BI platform. They are tasked with centralized permission management and allocation in the backend.

    • Regular User: Users who are not organization or permission administrators.

    • Custom Organization Roles: Tailored to specific business needs, these roles can be created as necessary. For more information, see Role Management.

  • Workspace roles

    At the workspace level, there are four predefined roles, with the possibility of adding custom roles:

    • Workspace Administrator: Has permission to create, edit, use, and view all modules. This role has the highest level of permission in the workspace. A workspace administrator can also manage the permissions and work of other members in the workspace.

    • Workspace Developer: Granted permissions to create, edit, use, and view all modules.

    • Workspace Analyst: Authorized to create, edit, and view modules such as BI portals, dashboards, data dashboards, workbooks, ad hoc analysis, downloads, and data preparation. They also have viewing permissions for data reporting and data sources, along with the ability to use and view datasets.

    • Workspace Viewer: Has viewing permissions for all modules.

    • Custom Workspace Roles: Custom roles can be established based on business needs. For more information, see Role Management.

Limits

• Only organization administrators can add third-party system accounts as organization users.

• You can add only users who have activated Quick BI Standard.

Add a DingTalk account

1. Log on to the Quick BI console.

2. On the Quick BI home page, go to the User Management page.

   

3. In the upper-right corner of the Member Management tab, click Add User > Sync From Office Software.

   

4. In the Sync Organization Structure dialog box, you can set Account Type to DingTalk Account and configure other parameters as needed.

   

   • Account Type: Select DingTalk.

   • Account Source: Select the DingTalk organization that contains the accounts you want to sync. If you have connected only one enterprise in Office Software > DingTalk API Authorization, that enterprise is selected by default. If you have connected multiple enterprises, click the icon and select the DingTalk organization that you want to sync from the drop-down list.

   • Add Members: Select the members that you want to sync and click Update to the right.

   • User Type: You can select Developer, Analyst, or Viewer.

   • User Role: You can select Organization Administrator, Permission Administrator, Regular User, or a custom user role. You can assign the Organization Administrator or Permission Administrator role only when the user type is set to Developer or Analyst.

5. Click Start Sync.

   Note

   • If the organization structure changes, update the structure first and then start the synchronization.

   • If a DingTalk user belongs to multiple enterprises, Quick BI automatically detects the user's account and adds it as a single user. The user information is based on the enterprise from the last synchronization.

6. You can click Sync Records in the upper-right corner to view synchronization records.

   

Update the structure

If the organization structure changes, you can click Update Structure. Name changes do not affect synchronization.

• If a username changes, a Name changed prompt appears after the username. You can then click the icon to delete the user as needed.

• If a department name changes, a Name changed prompt appears after the department name. You can then click the icon and click Confirm in the dialog box that appears to delete the department as needed.

  

  Note

  After the department is deleted, the work authorizations for the corresponding user group become invalid.

• If a user is no longer in the organization, a To be deleted prompt appears after the username.

  

  You can click the icon to delete the user or click Update Structure to correct the abnormal node.

  

• To clear the current organization structure, click the Clear button and then click Confirm in the dialog box that appears.

  

  Note

  After the structure is cleared, the work authorizations for the corresponding user group become invalid.

FAQ

Problem: The desired members are not visible after you connect to DingTalk and click Sync DingTalk Address Book to sync the address book.

Solution:

• Log on to the DingTalk OA management console and check the visibility scope of the application. This issue usually occurs because the application's visibility scope limits the range of the address book that Quick BI can sync.

• If you still cannot sync the desired DingTalk members after you adjust the application's visibility scope, contact Quick BI for troubleshooting.