Quick BI:Add DingTalk Accounts as Organization Users

Background Information

Quick BI defines the following user types and roles at the organization level:

• User Types

  At the organization level, there are three user types:

  • developer: Includes corporate IT staff, data analysts, and data operations personnel.

  • analyst: A business user who analyzes data without needing deep technical skills.

    Analysts analyze data by creating assets such as dashboards and spreadsheets.

  • viewer: A user who only views reports, such as an executive or a frontline business employee. Viewers can access dashboards, spreadsheets, and BI portals through URLs or subscriptions.

• User Roles

  • Organization roles

    Quick BI provides three pre-defined organization roles and supports custom organization roles.

    • organization administrator: Manages organization information, status, and members. They can also assign this role to other users.

      We recommend assigning this role to 1 to 3 individuals, typically a project manager (PM) or BI platform administrators.

    • permission administrator: Manages permissions for resources within the organization. We recommend assigning this role to 1 to 3 individuals, typically BI platform administrators.

    • standard user: A user who is not an organization administrator or permission administrator.

    • custom organization role: Create custom roles based on your business needs. For more information, see Role Management.

  • Workspace roles

    Quick BI provides four pre-defined workspace roles and supports custom workspace roles.

    • workspace administrator: Has create (edit), use, and view permissions for all modules. This is the most privileged role in a workspace. Workspace administrators can also manage permissions and assets for other members in the workspace.

    • workspace developer: Has create (edit), use, and view permissions for all modules.

    • workspace analyst: Has create (edit) and view permissions for BI portals, dashboards, large-screen dashboards, spreadsheets, ad hoc analysis, self-service data retrieval, and data preparation modules. This role also has view permissions for data entry and data sources, and use and view permissions for datasets.

    • workspace viewer: Has view permissions for all modules.

    • custom workspace role: Create custom roles based on your business needs. For more information, see Role Management.

Limitations

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

• You can add only users who have activated the professional edition of Quick BI.

Add DingTalk Accounts

1. Log on to the Quick BI console.

2. On the Quick BI homepage, navigate to the User Management page.

   

3. On the Member Management tab, click Add User > Sync from Office Software in the upper-right corner.

   

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

   

   • Account Type: Select DingTalk.

   • Account Source: Select the DingTalk organization to which the accounts belong. 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 desired DingTalk organization from the drop-down list.

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

   • User Type: Select Developer, Analyst, or Viewer.

   • User Role: Select Organization Administrator, Permission Administrator, Standard User, or a custom organization role. You can assign the Organization Administrator or Permission Administrator role only if the user type is Developer or Analyst.

5. Click Start Synchronization.

   Note

   • If the organizational structure changes, we recommend that you first click Update Architecture, and then synchronize.

   • If a DingTalk user belongs to multiple enterprises, Quick BI adds them as a single user. The user's information reflects the enterprise from the most recent synchronization.

6. To view synchronization records, click Sync Records in the upper-right corner.

   

Update Architecture

If your organizational structure changes, click Update Architecture.

• If a user's name changes, a Name Changed tag appears next to their name. You can then click the icon to delete the user.

• If a department name changes, a Name Changed tag appears next to its name. You can then click the icon and click OK in the confirmation dialog box to delete the department.

  

  Note

  After a department is deleted, asset permissions for the corresponding user group become invalid.

• If a user is no longer in the organization, a To Be Deleted tag appears next to their name.

  

  You can click the icon to delete the user or click Update Architecture to correct the invalid node.

  

• To clear the current organizational structure, click the Clear button and click OK in the confirmation dialog box.

  

  Note

  After you clear the structure, asset permissions for the corresponding user group become invalid.

FAQ

Problem: After integrating DingTalk and clicking Sync DingTalk Contacts, the expected members do not appear.

Solution:

• Log on to the DingTalk OA admin console and check the application's visibility scope. Quick BI can only sync contacts that are within the application's configured visibility scope.

• If the issue persists after you configure the application's visibility scope, contact Quick BI support.