Quick BI:Grant users the permissions on forms

Resource permissions include Edit, Manage Own Data, Manage All Data, and Submit Data. Parameters:

• Edit: allows you to edit data forms and manage and submit data.

  Permission Attributes	Management Permissions	Development permissions	Analyze permissions	View permissions
  Private
  Designated Developer
  All Space Developers

  • If you set the Edit Permission parameter to Private, only users who have administrative permissions can edit the resource.

  • If you set the Edit Permission parameter to Specified Developers, only users who have the management permissions and authorized developers can edit the resource.

  • If you set the Edit Permission parameter to All Developers, only users who have the management permissions and all developers can edit the resource.

  Note

  indicates that the operation is supported; indicates that the operation is not supported.

• Manage Data. You can only manage your own data. You can submit, view, and modify submitted data.

• The permission to manage all data. You can submit, view, and modify all data.

• The Submit Data permission. You can only submit data. You cannot view data, including data submitted by yourself.

All organization members can be granted the permissions to manage their own data, manage all data, and submit data. By default, organization administrators, permission administrators, workspace administrators, or resource owners have these permissions.

After a switchover is performed at the Quick BI console. You can grant the collaborative operation permissions on a specified form to users in the current workspace.

If a user is granted the Edit permission on a specified form, the user can edit the form when the user accesses the form.

In the Private state, you can grant analysts the permissions to submit and manage their own data.

After you grant the Manage Data permission on a form, the user can submit and manage the submitted data in the form when the user accesses the target resource.

1. On the Forms page, find the form that you want to manage and click Collaborative Authorization in the Actions column. In the Collaborative Authorization panel, configure Editing Permission and grant the permissions.

   The following figure shows that the Edit Permission parameter is set to Private. The analyst is granted the Manage Data permission and the Submit Data permission is selected by default.

   

2. On the Invite to View tab, click Copy to copy the URL and send it to the user that is granted the Submit and Manage Data permission.

   

In the Private state, you can grant analysts the permissions to manage all data.

After the Manage All Data permission is granted, the user can submit and manage all data in the form when the user accesses the target resource.