Quick BI allows the permission administrator to grant permissions to one or more users in a centralized manner. This way, the permission administrator can view the permissions that a user has on all resource objects of an enterprise and view the expiration time of the permissions. The permission administrator can also synchronize permissions that are granted to a user to other users with a few clicks. This topic describes how the permission administrator grants a user the permissions on resources.

Background information

Take note of the following points on collaborative authorization:
  • Edit: A user to whom the permission administrator grants this permission can edit, export, or view a resource.
  • Export (including viewing): A user to whom the permission administrator grants this permission can export or view a resource.
  • View: A user to whom the permission administrator grants this permission can view a resource.
  • Use: A user to whom the permission administrator grants this permission can create a resource based on a dataset or data source.
  • Submit and Manage Data: A user to whom the permission administrator grants this permission can manage or submit data in a form.
  • Submit Data: A user to whom the permission administrator grants this permission can submit data in a form.
Note The Submit and Manage Data and Submit Data permissions are available only for a form.

User types and resource permissions

The following table describes the resource permissions that can be granted to different users in a workspace.
Resource type Developer Analyst Visitor
Dashboard, workbook, ad hoc analysis, or downloads module Edit Edit Export (including viewing)
Form Edit Submit and Manage Data Submit Data
Dataset Edit and Use Use No permissions
Data source Edit and Use No permissions No permissions

Grant a user the permissions on a report

  1. Log on to the Quick BI console, and follow the instructions that are shown in the following figure to go to the Grant Permissions by User tab. Grant Permissions by User
  2. Follow the instructions that are shown in the following figure to grant a user the permissions on a report.
    The report can be generated by the dashboard, workbook, ad hoc analysis, or downloads module. In this example, the dashboard module is used. Authorization process
  3. Optional:Synchronize permissions.
    If another user needs to collaboratively edit the report in the current workspace, the permission administrator can click Synchronize User Permission Settings, select the user, and then click Sync. Synchronize permissions on a report

Grant a user the permissions on a form

  1. Log on to the Quick BI console, and follow the instructions that are shown in the following figure to go to the Grant Permissions by User tab. Grant Permissions by User
  2. Follow the instructions that are shown in the following figure to grant a user the permissions on a form. Authorization process
  3. Optional:Synchronize permissions.
    If another user needs to collaboratively edit the form in the current workspace, the permission administrator can click Synchronize User Permission Settings, select the user, and then click Sync. Synchronize permissions on a form

Grant a user the permissions on a dataset

  1. Log on to the Quick BI console, and follow the instructions that are shown in the following figure to go to the Grant Permissions by User tab. Grant Permissions by User
  2. Follow the instructions that are shown in the following figure to grant a user the permissions on a dataset. Authorization process_dataset
  3. Optional:Synchronize permissions.

    If another user needs to collaboratively edit the dataset in the current workspace, the permission administrator can click Synchronize User Permission Settings, select the user, and then click Sync.

Grant a user the permissions on a data source

The permission administrator can grant a user the Edit and Use permissions on a data source only when the configurations shown in the following figure are used for the data source. Permission configuration for a data source
  1. Log on to the Quick BI console, and follow the instructions that are shown in the following figure to go to the Grant Permissions by User tab. Grant Permissions by User
  2. Follow the instructions that are shown in the following figure to grant a user the permissions on a data source. Authorization process_data source
  3. Optional:Synchronize permissions.

    If another user needs to collaboratively edit the data source in the current workspace, the permission administrator can click Synchronize User Permission Settings, select the user, and then click Sync.