Multiple departments share a data decision-making system. A permission administrator grants specified permissions to department employees in a centralized manner. Quick BI supports permission management by user. Quick BI allows permission administrators to view the permissions that a user or user group has on the resources in all workspaces of the enterprise and view the expiration time of the permissions. Quick BI also allows permission administrators to synchronize permissions that are granted to a user to other users with a few clicks.
Entry point
Log on to the Quick BI console, and perform the steps that are shown in the following figure to go to the Authorize by User tab.
Grant resource permissions
Quick BI supports permission management by user. Quick BI allows permission administrators to view the permissions that a user has on the resources in all workspaces of an enterprise and view the expiration time of the permissions. Quick BI also allows permission administrators to synchronize permissions that are granted to a user to other users with a few clicks.
Authorize permissions by | Resource type | Permission description |
User | Business intelligence (BI) portals | Permission administrators can grant users the permissions to edit BI portals, and view and export the menus or content of BI portals. Edit: the permission to edit a specified BI portal. If specified users are granted the Edit permission on a specified BI portal, the users can collaboratively edit the BI portal, and view and export the menus or content of the BI portal. Export (Including View): the permission to export the menus or content of a specified BI portal. If specified users are granted the Export (Including View) permission on a specified BI portal, the users can view and export the menus or content of the BI portal. View: the permission to view the menus or content of a specified BI portal. If specified users are granted the View permission on a specified BI portal, the users can view the menus or content of the BI portal.
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Data works (including dashboards, workbooks, ad hoc queries, or downloads) | Permission administrators can grant users the permissions to edit, export, or view the content of a data work. Edit: the permission to edit a specified data work. If specified users are granted the Edit permission on a specified data work, the users can collaboratively edit the data work, and view and export the content of the data work. Export (Including View): the permission to export the content of a specified data work. If specified users are granted the Export (Including View) permission on a specified data work, the users can view and export the content of the data work. View: the permission to view the content of a specified data work. If specified users are granted the View permission on a specified data work, the users can view the content of the data work.
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Forms | Permission administrators can grant users the permissions to edit forms, submit data in forms, or manage data in forms. Edit: the permission to edit a specified form. If specified users are granted the Edit permission on a specified form, the users can collaboratively edit the form, and manage and submit data in the form. Submit and Manage Data: the permission to submit and manage data in a specified form. If specified users are granted the Submit and Manage Data permission on a specified form, the users can manage and submit data in the form. Submit Data: the permission to submit data in a specified form. If specified users are granted the Submit Data permission on a specified form, the users can submit data in the form.
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Datasets | Permission administrators can grant users the permissions to edit or use a specified dataset. Edit: the permission to edit a specified dataset. If specified users are granted the Edit permission on a specified dataset, the users can collaboratively edit the dataset and analyze data based on the dataset. Use: the permission to use a specified dataset. If specified users are granted the Use permission on a specified dataset, the users can analyze data based on the dataset.
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Data sources | Permission administrators can grant users the permissions to edit and use data sources. Edit: the permission to edit a specified data source. If specified users are granted the Edit permission on a specified data source, the users can collaboratively edit the data source and create a dataset based on the data source. Use: the permission to use a specified data source. If specified users are granted the Use permission on a specified data source, the users can create a dataset based on the data source.
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User group | BI portals, dashboards, workbooks, ad hoc queries, or downloads | Permission administrators can grant users in a user group the permissions to export or view the content in a data work. Export (Including View): the permission to export the content of a specified data work. If a specified user group is granted the Export (Including View) permission on a specified data work, the users in the user group can view and export the content of the data work. View: the permission to view the content of a specified data work. If a specified user group is granted the View permission on a specified data work, the users in the user group can view the content of the data work.
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Forms | Permission administrators can grant users in a user group the permissions to manage or submit data in a form. Submit and Manage Data: the permission to submit and manage data in a specified form. If specified users are granted the Submit and Manage Data permission on a specified form, the users can manage and submit data in the form. Submit Data: the permission to submit data in a specified form. If specified users are granted the Submit Data permission on a specified form, the users can submit data in the form.
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Configure synchronization settings
During permission authorization by user, you can click Synchronization Settings on the Authorize by User tab and select users in the Synchronization Settings panel to synchronize permissions that are granted to the current user to other users. This improves the permission configuration efficiency.