Quick BI allows you to grant permissions by user. In this case, you can grant users or user groups the permissions on resources. You can view the permissions that are granted to a specified user group in your enterprise and grant permissions to one or more user groups in a centralized manner. This topic describes how permission administrators grant user groups the permissions on resources.

Resource permissions

Permission administrators can grant user groups the following permissions on resources:
  • Export (Including View) and View permissions on reports. Quick BI supports the following types of reports: dashboards, workbooks, ad hoc queries, and downloads.
  • Submit and Manage Data and Submit Data permissions on forms.
Note
  • Export (Including View): If a user is granted the Export (Including View) permission on a specified report, the user can view and export the result of the report.
  • View: If a user is granted the View permission on a specified report, the user can only view the result of the report.
  • Submit and Manage Data: If a user is granted the Submit and Manage Data permission on a specified form, the user can manage and submit data in the form.
  • Submit Data: If a user is granted the Submit Data permission on a specified form, the user can only submit data in the form.

Grant a specified user group the permissions on a specified report

  1. Log on to the Quick BI console. In the left-side navigation pane, choose Org > Permission > Grant Permissions by User. On the page that appears, click User Groups. Grant a specified user group the permissions on a specified report
  2. Perform the steps that are shown in the following figure to grant a specified user group the permissions on a specified report.
    Quick BI supports the following types of reports: dashboards, workbooks, ad hoc queries, and downloads. The following example describes how to grant a specified user group the permissions on a specified dashboard. User Groups

Grant a specified user group the permissions on a specified form

  1. Log on to the Quick BI console. In the left-side navigation pane, choose Org > Permission > Grant Permissions by User. On the page that appears, click User Groups. Grant a specified user group the permissions on a specified report
  2. Perform the steps that are shown in the following figure to grant a specified user group the permissions on a specified form. Grant a specified user group the permissions on a specified form