Quick BI:Manage Organization Members

Limits

The following limitations apply when you remove a member:

• Administrators cannot remove themselves.

• You cannot remove a member who belongs to a workspace.

• You cannot remove a member who is an organization administrator or a workspace owner.

Note

• When you remove a member from an organization, they lose all permissions granted and content created within that organization. This action does not affect the member's personal workspace.

• After you remove a member, only an administrator can re-add them. Perform this action with caution.

  For more information about how to add members, see Add users.

• Administrators can remove members from the organization. This action cannot be undone.

  If you cannot remove a member, first remove them from all their workspaces and then try again. For instructions, see Remove workspace members.

Procedure

Go to the organization management page to manage members.

1. Sign in to the Quick BI console.

2. Follow the steps in the figure to navigate to the user management page.

   

3. On the Members tab, you can perform the following operations:

   

   Actions	Description
   ① Search for members	In the search box, enter a member's alias or account name and click the icon to search.
   ② Filter members	Filter by user type, registration account type, bound account type, user status, user ID, or available agent.
   ③ Bulk update members	Click Bulk Update at the top of the page. In the Update user information in bulk dialog box, upload an Excel file to update member information. You can select to update user groups, contact information, and user tags. You can update information such as user ID, alias, user type, organization role, tag_XXX, email, phone number, and user group. For detailed instructions, see Bulk update user information. Note
   ④ Bulk export members	Click Bulk Export at the top of the page to download the member list. You can select to include user groups, contact information, and user tags in the export. If all options are selected, the downloaded file will contain information such as user ID, account, account type, alias, join date, last login time, user type, organization role, user status, tag_XXX, email, phone number, and user group. Note Last login time: If a member has never signed in to Quick BI, this field is empty. Accessing a Quick BI mini program with a bound DingTalk, WeCom, or Lark account does not update the last login time. Quick BI updates the last login time when a member signs in with an organization-level DingTalk, WeCom, or Lark account.
   ⑤ Quick BI account quota	Shows your organization's account usage in Quick BI, including activated and purchased account counts. Hover over this area and click the icon to go to the access analysis page and view member access data.
   ⑥ Agent capability quota	Shows the quota usage for each AI agent in your organization, including used and purchased quotas. Hover over an agent's data area and click the icon to quickly filter the member list to show members with access to that agent.
   ⑦ Sort the list	Click the icon in a column header to sort the column in ascending or descending order.
   ⑧ Edit a member	Click the icon in the Actions column for a member. In the User Details dialog box, you can edit the following information: a: Modify the member's alias and link their phone number, email address, or other work accounts. b: Change the member's user group, user type, and available agents. c: View the member's workspaces and set their role within them. d: To remove the member from the organization, click Delete Member and confirm the action in the Delete User dialog box.
   ⑨ Delete a member	In the Actions column for the target member, click the icon. Note Workspace owners cannot be deleted. To delete a workspace owner, you must first transfer ownership of the workspace. You can also select multiple members, or select all members, and click Delete to remove them in bulk.
   ⑩ Disable or activate a member	Click the icon to disable or activate a member. You can also select multiple members, or select all members, and click Disable/Activate to change their status in bulk.

   Note

   Due to technical changes by WeCom, you may need to sign in before using certain features related to WeCom accounts. Click the sign-in button to sign in to WeCom before proceeding with other operations.

Batch Update Member Information

You can only update information for existing members. This feature does not support adding new members.

1. On the User Management page, on the Members tab, click Bulk Update in the upper-right corner.

   

2. In the Update user information in bulk dialog box, click Get batch update user information template to download the template.

   You can select the checkboxes for user group, contact information, and user tags to include these fields in the template.

   

3. Modify the information in the template.

   The following table describes the key fields in the template.

   Parameter	Description
   User ID	The Alibaba Cloud user ID. To obtain the user ID, sign in to the Alibaba Cloud console. For an Alibaba Cloud account, the user ID is displayed as shown in the figure. For a RAM user, the user ID is displayed as shown in the figure.
   Account	The login name for Alibaba Cloud. To obtain the account name, sign in to the Alibaba Cloud console. For an Alibaba Cloud account, the account name is displayed as shown in the figure. For a RAM user, the account name is displayed as shown in the figure. Note If the RAM user account name is zhang***@1111.onaliyun.com, enter only zhangsan.
   Account type	Valid values: Alibaba Cloud account and RAM user.
   Alias	The alias for the account in Quick BI. The alias can contain Chinese characters, English letters, digits, underscores (_), forward slashes (/), backslashes (\), vertical bars (|), parentheses (), and brackets []. It must not exceed 50 characters.
   Join date	The date the member joined the Quick BI organization.
   Last login time	The last time the member signed in to Quick BI.
   User type	Valid values: Developer: For enterprise IT personnel, data analysts, and data operations personnel. Analyst: For business personnel who need to perform business analysis but do not require strong technical skills. Analysts analyze data by creating dashboards and workbooks. Analysts analyze data by creating dashboards and workbooks. Visitor: For users who only view reports, such as executives or frontline business personnel. Visitors can access dashboards, workbooks, and sites via URLs or subscriptions.
   Organization role	Quick BI provides three built-in organization roles. You can also add custom roles. Organization administrator: Manages project information, status, and members. Organization administrators can assign this role to other members. We recommend assigning this role to one to three people, typically project managers or personnel responsible for the BI platform. We recommend a team of 1 to 3 people. This role is typically filled by project managers (PMs) or personnel responsible for the BI platform. Permission administrator: Manages permissions for project resources in a centralized manner. We recommend assigning this role to one to three people, typically personnel responsible for the BI platform. General user: A member who is not assigned the organization administrator or permission administrator role. Custom organization role: A role that you create based on your business requirements.
   Available agent	The agent capabilities available to the user. Enter Intelligent Q&A, Intelligent BI Assistant, or Intelligent Report Generation. Use commas to separate multiple agent names. For example, to assign Intelligent Q&A and Intelligent Report Generation seats to a member, enter: Intelligent Q&A,Intelligent Report Generation. Note If the user type is Visitor, the member cannot use the Intelligent BI Assistant agent. Ensure the organization role assigned to the member has permission to use the related agents. Otherwise, the member cannot use the agent capabilities even if a seat is assigned. For more information about organization role permissions, see Organization roles. The entire upload task fails if: You add an unpurchased module in the Available Agent column. The remaining quota is less than the required quota for the new assignments.
   User status	Active or Inactive.
   Email	The email address registered with the account.
   Phone number	The phone number registered with the account.
   User group	The account's user group.
   tag_example	You can add custom user tags. The column name for a custom tag must start with tag_, for example, tag_example. Value description: $ALL_MEMBERS$: Grants permissions to access all data. A specific value, such as north, grants permissions to access data in the north region. Note If a tag corresponds to multiple permission values, separate them with a comma, for example, north,east.

4. Click Upload Excel and select the user information file that you want to upload from your local machine.

   • We recommend using the Chrome browser to upload the file.

   • We recommend that you first download the template by clicking Get batch update user information template and fill it out according to the requirements.

     To prevent upload failure, check that the file does not have the following issues:

     • A user specified in the file does not exist in the organization.

     • An alias in the file is already in use by another member in the organization.

     • A specified user group path does not exist.

     • The number of rows in the Excel file exceeds 5,000.

     • The order of columns is changed, except for columns that start with tag_.

     • The number of assigned agent seats exceeds the license quota.

5. Click OK to bulk update organization members.