Quick BI provides collaborative operation permissions on datasets, including the Edit and Use permissions. This topic describes how to grant users the collaborative operation permissions on datasets.

Background information

Organization administrators, permission administrators, workspace administrators, and resource owners can grant users the collaborative operation permissions on datasets. The following table describes the different types of users and the related permissions that can be granted to the users.
  • Supported: This type of user can perform the operation if they are granted this permission.
  • Not supported: This type of user cannot perform the operation and cannot be granted this permission.
Item User type Edit Use
Member in the workspace Developer Supported Supported
Analyst Not supported Supported
Visitor Not supported Not supported
Member that is not in the workspace Developer, analyst, or visitor Not supported Not supported
Take note of the following points on the collaborative operation permissions:
  • Edit: If a developer is granted the Edit permission on a specified dataset, the developer can edit, replace, and delete the dataset.
  • Use: If a developer is granted the Use permission on a specified dataset, the developer can analyze data based on the dataset.

Entry point

Log on to the Quick BI console. You can grant users the collaborative operation permissions on a specified dataset in the current workspace. Datasets

Grant a user the permissions to edit a specified dataset

The developers in the workspace can be granted the Edit permission only when Specified Developers or All Workspace Developers is selected for Editing Permission.

  1. On the Datasets page, find the dataset that you want to manage, click the More icon in the Actions column, and select Collaborative Authorization. In the Collaborative Authorization panel, configure Editing Permission and grant the permissions.
    The following figure shows that Specified Developers is selected for Editing Permission and pop_call2 is granted the Edit permission. Data
  2. Log on to the Quick BI console as pop_call2 and access and edit the dataset. Edit

Grant a user the permissions to use a specified dataset

If Private is selected for Editing Permission, a developer can be granted the permissions to use a specified dataset. If a user is granted the Use permission on a specified dataset, the user can create dashboards, workbooks, and ad hoc queries based on the dataset.

  1. In the Collaborative Authorization panel, configure Editing Permission and grant the permissions.
    The following figure shows that Private is selected for Editing Permission and pop_call2 is granted the Use permission. Use a dataset
  2. Log on to the Quick BI console as pop_call2, access the dataset, and create dashboards, workbooks, or ad hoc queries based on the dataset for data analysis. Use

Apply for the permissions to use a specified dataset

If you want to use a specified dataset, perform the steps that are shown in the following figure to apply for the Use permission on the dataset. Apply for the permissions to use a specified dataset