Quick BI:Add Alibaba Cloud Accounts to an Organization

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: Possesses the authority to create, edit, use, and view all modules, holding the highest level of permissions within the workspace. They also manage other members' permissions and works.

    • 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 are authorized to add Alibaba Cloud accounts as organization users.

• This feature is available only for Pro and Professional Edition users.

Precautions

Add a single Alibaba Cloud account

1. Log on to the Quick BI console.

2. From the Quick BI home page, use the guide illustrated below to navigate to the User Management page.

   

3. In the upper right corner of the Member Management tab, select Add User > Manually Add.

   

4. In the Add User dialog box, choose Account Type as Alibaba Cloud Account and enter the following details.

   

   Parameter name	Required	Description
   Alibaba Cloud Account ID	Yes	The ID of the Alibaba Cloud account to be added. For more information, see the referenced document.
   Alibaba Cloud Account Name	No	The account name will be automatically retrieved after you enter the ID. Manual entry and modification are not supported.
   Nickname	Yes	The nickname of the Alibaba Cloud account in Quick BI. You can customize the nickname. The nickname can only consist of Chinese and English characters, numbers, underscores, slashes, backslashes, vertical lines, parentheses, and brackets, and must not exceed 50 characters.
   User Type	Yes	Supports three types: Developer, Analyst, and Visitor: Developer: Enterprise IT personnel, data analysts, and data operation personnel. Analyst: Business personnel who need to perform business analysis and have low technical requirements. Analysts analyze data by creating dashboards, workbooks, and other forms. Visitor: Users who only view reports (such as bosses or leaders) or frontline business personnel who only view data results. Visitors can view the content of dashboards, workbooks, and sites through URLs or subscriptions.
   Organization role	Yes	At the organization level, there are three preset organization roles, and custom organization roles can be added. Organization administrator: Manages project information, status, and members. Organization administrators can set organization users as organization administrators. We recommend that one to three users assume this role, usually the project PM or personnel responsible for the BI platform. Permission administrator: Manages the permissions of project resources. We recommend that one to three users assume this role, usually the personnel responsible for the BI platform. Permission administrators grant user accounts the permission administrator role, mainly responsible for unified allocation and management of permissions in the background. Regular user: Users who are not set as organization administrators or permission administrators. Custom organization roles: Custom organization roles can be created based on business needs. For more information, see role management.
   Workspace role	No	At the workspace level, there are four preset workspace roles, and custom workspace roles can be added. Workspace administrator has permissions to create (edit), use, and view all modules. The workspace administrator is the role with the highest permissions in the current workspace. In addition to the above permissions, it supports managing the permissions and works of other members in the workspace. Workspace developer has permissions to create (edit), use, and view all modules. Workspace analyst has permissions to create (edit) and view data portals, dashboards, data dashboards, workbooks, ad hoc analysis, downloads, and data preparation modules; view permissions for data reporting and data sources; and use and view permissions for datasets. Workspace viewer has view permissions for all modules. Custom workspace roles: Custom workspace roles can be created based on business needs. For more information, see role management.
   Mailbox	No	The mailbox bound when the account registered the Alibaba Cloud account.
   Phone Number	No	The phone number bound when the account registered the Alibaba Cloud account.
   User Group	No	The user group to which the Alibaba Cloud account to be added belongs.

5. Click OK to finish adding organization users.

Add Alibaba Cloud accounts in batches

1. Log on to the Quick BI console.

2. From the Quick BI home page, use the guide illustrated below to navigate to the User Management page.

   

3. In the upper right corner of the Member Management tab, select Add User > Batch Import.

   

4. In the Batch Add User Information dialog box, click Download Template for Batch User Addition to retrieve the template for adding user information in bulk.

   

5. Enter the details for the users you want to add, then save these details to the template.

   Follow these instructions for key fields in the attachment:

   Field name	Required	Description
   Account ID	Yes	The ID of the Alibaba Cloud account.
   Nickname	Yes	The nickname of the Alibaba Cloud account in Quick BI. You can customize the nickname. The nickname can only consist of Chinese and English characters, numbers, underscores, slashes, backslashes, vertical lines, parentheses, and brackets, and must not exceed 50 characters.
   User type	Yes	Supports three types: Developer, Analyst, and Visitor. The values are as follows: Developer: Can be added as a workspace member and granted data development and management permissions. Analyst: Business personnel who need to perform business analysis and have low technical requirements. Analysts analyze data by creating dashboards, workbooks, and other forms. Visitor: Cannot be added as a workspace member and is only allowed to view authorized reports.
   User role	Yes	At the organization level, there are three preset organization roles, and custom organization roles can be added. Organization administrator: Manages project information, status, and members. Organization administrators can set organization users as organization administrators. We recommend that one to three users assume this role, usually the project PM or personnel responsible for the BI platform. Permission administrator: Manages the permissions of project resources. We recommend that one to three users assume this role, usually the personnel responsible for the BI platform. Permission administrators grant user accounts the permission administrator role, mainly responsible for unified allocation and management of permissions in the background. Regular user: Users who are not set as organization administrators or permission administrators. Custom organization roles: Custom organization roles can be created based on business needs. For more information, see role management.
   Mailbox	No	The mailbox bound when registering the Alibaba Cloud account.
   Phone number	No	The phone number bound when registering the Alibaba Cloud account.
   User group	No	The user group to which the current Alibaba Cloud account belongs.
   tag_example	No	The user tag field can be customized and extended. The extended column name starts with tag_, for example, tag_example. Value description: $ALL_MEMBERS$: Indicates having all data access privileges. Fill in specific values, such as north: Indicates having access privileges to data in the north area. Note If the tag item corresponds to multiple privileges, separate them with a half-width comma (,), for example, north,east.

6. To add user information, click 'Select Excel File' and upload the file from your local device.

   • For optimal upload performance, use the Chrome browser.

   • When uploading attachments, we recommend that you obtain the template for batch adding user information and populate the attachment with user details as specified by the template.

     Check the attachment for common issues that could cause upload failure:

     • The account user already exists in the organization.

     • The account nickname already exists in the organization.

     • The user group path does not exist.

     • The number of rows in Excel exceeds 5,000.

     • The column order, with the exception of the tag_ column, remains unchanged.

     • The number of users to be added exceeds the license limit.

       For License limits for each Quick BI version, refer to the billing method.

7. To finalize the batch addition of organization users, click OK.

Alibaba Cloud account login

After adding an Alibaba Cloud account as an organization user, you can use the account name and password of that account to log on to the Quick BI console.