Quick BI:Add Alibaba Cloud RAM Users 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 RAM users as organization members.

• This feature is available only for Pro and Professional Editions.

Considerations

To add Alibaba Cloud accounts in batches, attachments must be uploaded to Quick BI:

• Use the Chrome browser for optimal file upload experience.

• When uploading attachments, you can Obtain The Template For Batch Adding User Information and populate it with user details as per the template guidelines.

  To prevent upload failures, verify that the attachment does not contain any of the following issues:

  • Any account user already exists, duplicate additions are not allowed.

  • Any account nickname already exists, duplicate nicknames are not allowed within the organization.

  • Ensure user roles already exist in the system, separated by English commas, and not exceeding 3 roles.

  • Any user group path does not exist.

  • Maximum supported entries is 5000.

  • Changes to or deletion of column order except for tag columns that can be added or deleted.

  • The number of users being added exceeds the license limit.

    For license limits corresponding to each Quick BI edition, see Billing Methods.

Add a single RAM account

1. Log on to the or Quick BI console.

2. Navigate to the User Management page as shown in the figure below.

   

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

   

4. In the Add User dialog box, select Account Type as Alibaba Cloud RAM Account and enter the required information.

   

   Parameter Name	Required	Description
   Alibaba Cloud RAM Account ID	Yes	The Alibaba Cloud RAM Account ID to be added. For more information, see the referenced document.
   Alibaba Cloud RAM Account Name	Yes	The account name is automatically retrieved when you enter the ID. Manual entry and modification are not supported.
   Nickname	Yes	The nickname of the Alibaba Cloud RAM 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: developers, analysts, and visitors. Developers: Enterprise IT staff, data analysts, and data operations personnel. Analysts: Business personnel who need to perform business analysis and have low technical requirements. Analysts analyze data by creating dashboards, workbooks, and other forms. Visitors: Users who only view reports (such as bosses and 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 taken by project PMs or personnel responsible for the BI platform. Permission administrator: Manages project resource permissions. We recommend that one to three users assume this role, usually taken by 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 backend. 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, they can manage 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. They have 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.
   User Group	No	The user group to which the Alibaba Cloud RAM account to be added belongs.

5. Click OK to finalize the addition of the organization member.

Batch add RAM accounts

1. Proceed with batch user addition as illustrated below.

   

2. In the Batch Add User Information dialog box, click Obtain The Template For Batch Adding User Information to download the template.

   

3. Complete the user information in the template and save it.

   Below is an explanation of the key fields in the attachment.

   Field Name	Required	Description
   Account ID	Yes	Alibaba Cloud RAM Account ID.
   Nickname	Yes	The nickname of the Alibaba Cloud RAM 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: developers, analysts, and visitors. The values are as follows: Developers: Can be added as workspace members and granted data development and management permissions. Analysts: Business personnel who need to perform business analysis and have low technical requirements. Analysts analyze data by creating dashboards, workbooks, and other forms. Visitors: Cannot be added as workspace members and are 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 taken by project PMs or personnel responsible for the BI platform. Permission administrator: Manages project resource permissions. We recommend that one to three users assume this role, usually taken by 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 backend. 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 to the account when registering the Alibaba Cloud RAM account.
   Phone Number	No	The phone number bound to the account when registering the Alibaba Cloud RAM account.
   User Group	No	The user group to which the current Alibaba Cloud RAM 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 access to all data. Fill in specific values, such as north: Indicates having access to data in the north area. Note If multiple permissions correspond to the tag item, separate them with a half-width comma (,), for example, north,east.

4. Click Select Excel File to upload the completed user information from your local device.

   • For file uploads, using the Chrome browser is recommended.

   • When uploading attachments, you can use the template for batch adding user information as a guide to ensure that the user information is filled out correctly according to the template specifications.

     Check the attachment to avoid upload failures by ensuring none of the following issues are present:

     • 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 remains unchanged, except for the tag_ column.

     • The number of users you are attempting to add exceeds the license limit.

5. Click OK to complete the batch addition of organization members.

Alibaba Cloud RAM account login

After adding an Alibaba Cloud RAM account as an organization user, you can use the account's account name and password to log on and access Quick BI by following these steps:

1. Click or Quick BI console.

2. Click RAM Login in the lower right corner to access the RAM User Login page.

   

3. On the RAM User Login page, enter the RAM account username. Note that the RAM username format is username@xxx, for example, username@company.onaliyun.com or username@company-alias.

4. Click Next, enter your user password, and then click Login.