Quick BI:Add a Feishu 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 only add users who have activated Quick BI Standard.

Add a Feishu account

1. Log on to the Quick BI console.

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

   

3. On the Member Management tab, in the upper-right corner, choose Add User > Sync From Office Suite.

   

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

   

   • Account Type: Select Feishu.

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

   • Add Members: Select the members to synchronize and move them to the selection list on the right.

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

   • User Role: Select Organization Administrator, Permission Administrator, Regular User, or a custom user role. You can select the organization administrator or permission administrator role only if the user type is set to Developer or Analyst.

5. Click Start Sync.

   Note

   • If the organizational structure changes, update the structure first and then start synchronizing.

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

6. Click Sync Records in the upper-right corner to view the synchronization records.

   

Update the structure

If the organizational structure changes, you can update it. Name changes do not affect synchronization.

• If a username changes, a Name Changed prompt appears next to the username. You can then click the icon to delete the user if necessary.

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

  

  Note

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

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

  

  You can then click the icon to delete the user or click Update Structure to resolve the issue.

  

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

  

  Note

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

FAQ

Question 1: Why can't I see existing users in the synchronized Feishu enterprise address book?

Cause: This issue is caused by the visibility access configuration of the application. Ensure that the application's visibility scope includes the user.

Solution: Log on to the Feishu admin console. Navigate to Workbench > Application Management, search for Quick BI, and then configure the application's visibility scope:

1. Under Application Permissions > Address Book, select Same as the scope of available users.

2. Configure the Application Visibility Scope. You can select all members or add specific members to define the visibility.