Quick BI:Add Alibaba Cloud Accounts to an Organization

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

    At the organization level, Quick BI provides three pre-defined organization roles and supports the creation of 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

    At the workspace level, Quick BI provides four pre-defined workspace roles and supports the creation of 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.

Limits

• Only organization administrators can add Alibaba Cloud accounts to an organization.

• This feature is available only in the Advanced Edition and Enterprise Standard.

Notes

Add a Single Alibaba Cloud Main Account

1. Log on to the Quick BI console.

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

   

3. In the upper-right corner of the Members tab, click Add User > Add Manually.

   

4. In the Add User dialog box, set Account type to Alibaba Cloud account and configure the parameters.

   

   Parameter	Required	Description
   Alibaba Cloud account ID	Yes	The Alibaba Cloud account ID. For more information, see Obtain information about an Alibaba Cloud account.
   Alibaba Cloud account name	No	The account name is automatically retrieved after you enter the account ID. You cannot modify it manually.
   Alias	Yes	The alias for this account in Quick BI. The alias must be unique within the organization. An alias can be up to 50 characters in length and can contain Chinese characters, letters, digits, underscores (_), forward slashes (/), backslashes (\), vertical bars (|), parentheses (()), and brackets ([]).
   User type	Yes	Select a user type. The available types are Developer, Analyst, and Visitor. Developer: An IT professional, data analyst, or data operations engineer. Analyst: A business user who performs business analysis without requiring deep technical skills. Analysts analyze data by creating dashboards, workbooks, and other items. Visitor: A report viewer, such as an executive or frontline business employee. Visitors can view dashboards, workbooks, or BI portal content through shared URLs or subscriptions.
   Organization role	Yes	Select an organization role. Quick BI provides three preset roles and supports custom roles. Organization administrator: Manages organization information, settings, and members. Organization administrators can grant this role to other users. We recommend that you assign this role to one to three people, such as a project manager or the BI platform owner. Permission administrator: Manages resource permissions within the organization. We recommend that you assign this role to one to three people responsible for the BI platform. Common user: A user who is not assigned the organization administrator or permission administrator role. Custom organization role: You can create custom organization roles based on your business needs. For more information, see Manage roles.
   Workspace role	No	Select a workspace role. Quick BI provides four preset workspace roles and supports custom roles. Workspace administrator: Can create, edit, use, and view all modules. This role has the highest permissions in a workspace and can manage other members' permissions and content. Workspace developer: Can create, edit, use, and view all modules. Workspace analyst: Can create, edit, and view BI portals, dashboards, data visualizations, workbooks, ad-hoc analyses, self-service data retrieval, and data preparation modules. Can also view data entry and data sources, and use and view datasets. Workspace viewer: Can view all modules. Custom workspace role: You can create custom workspace roles based on your business needs. For more information, see Manage roles.
   Available Agent	No	If your organization has purchased Intelligent Q Agent capabilities, you can assign Agent seats to the user. Click Select an Agent. The drop-down list shows all available Agents in your organization and their remaining quotas. Select the Agents to assign to the user and click OK. Note If the User type is set to Visitor, the user cannot be assigned the Q-Builder Agent. The assigned organization role must have permissions for the selected Agent. Otherwise, the user cannot use the Agent capabilities even with an assigned seat. For more information about organization role permissions, see Organization roles. For more information about purchasing Agent capabilities, see Quick BI billing.
   User group	No	The user group to which the Alibaba Cloud account belongs.

5. Click OK.

Add Alibaba Cloud Main Accounts in Bulk

1. Log on to the Quick BI console.

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

   

3. In the upper-right corner of the Members tab, click Add User > Import Users.

   

4. In the Import Users in Bulk dialog box, click Download template for adding users in bulk.

   

5. Fill in the user information in the template and save the file.

   The following table describes the key fields in the template:

   Field name	Required	Description
   Account ID	Yes	The ID of the Alibaba Cloud account.
   Alias	Yes	The alias for this account in Quick BI. The alias must be unique within the organization. An alias can be up to 50 characters in length and can contain Chinese characters, letters, digits, underscores (_), forward slashes (/), backslashes (\), vertical bars (|), parentheses (()), and brackets ([]).
   User type	Yes	The type of the user. Valid values: Developer: Can be added as a workspace member and granted permissions to develop and manage data. Analyst: A business user who performs business analysis with limited technical skills. Analysts analyze data by creating dashboards, workbooks, and other items. Visitor: A report viewer, such as an executive or frontline business employee. Visitors can view dashboards, workbooks, or BI portal content through shared URLs or subscriptions.
   Available Agent	No	The Agent capabilities available to the user. Valid values: Q-Insight, Q-Builder, and Q-Reporter. Separate multiple Agent names with a comma (,). For example, to assign Q-Insight and Q-Reporter seats to a user, enter Q-Insight,Q-Reporter. Note If the User type is set to Visitor, the user cannot be assigned the Q-Builder Agent. Ensure that the assigned organization role has the necessary permissions for the relevant Agent. Otherwise, the user cannot use the Agent capabilities even with an assigned seat. For more information about organization role permissions, see Organization roles. The entire bulk import task fails if either of the following issues occurs: The file specifies an Agent that has not been purchased for your organization. The number of available seats is less than the number of seats required for the new users.
   Organization role	Yes	The organization role of the user. Valid values: Organization administrator: Manages organization information, settings, and members. Organization administrators can grant this role to other users. We recommend that you assign this role to one to three people, such as a project manager or the BI platform owner. Permission administrator: Manages resource permissions within the organization. We recommend that you assign this role to one to three people responsible for the BI platform. Common user: A user who is not assigned the organization administrator or permission administrator role. Custom organization role: You can create custom organization roles based on your business needs. For more information, see Manage roles.
   Email	No	The email address associated with the Alibaba Cloud account.
   Phone number	No	The phone number associated with the Alibaba Cloud account.
   User group	No	The user group to which the Alibaba Cloud account belongs.
   tag_example	No	The user tag field can be extended with custom columns whose names must start with tag_, such as tag_example. Valid values: $ALL_MEMBERS$ indicates all data access permissions. Enter a specific value. For example, north grants permission to access data in the north region. Note If a tag item corresponds to multiple permissions, separate them with a comma (,), for example, north,east.

6. Click Select an Excel file to upload the file.

   • We recommend that you use Chrome to upload the file.

   • Before uploading, download the template for adding users in bulk and fill in the user information according to the template requirements.

     To prevent upload failures, make sure the file does not have the following issues:

     • An account already exists in the organization.

     • An account alias is already in use within the organization.

     • A specified user group path does not exist.

     • The Excel file contains more than 5,000 rows.

     • Change the order of any column except for the tag_ column.

     • The number of users to be added exceeds your license quota.

       For information about the license quotas for different Quick BI editions, see Billing.

7. Click OK.

Alibaba Cloud Main Account Logon

Users added to an organization can log on to the Quick BI console with their account name and password.