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Quick BI:Permission management

Last Updated:Jun 02, 2026

Configure feature permissions to control who can use and manage Q-Ask, and configure data permissions to control which datasets users can query.

Feature permission management

To use or manage Q-Ask, configure feature permissions by creating a custom organization role and adding users to that role.

For example, to give User A centralized management access over all Q-Ask resources, create an organization role, select Centralized Management, and add User A as a role user.

Note
  • Only the Professional Edition supports custom roles for feature permission management.

  • If you use the Premium Edition, custom roles are not supported. Only organization administrators can configure query permissions.

Navigate to Role Management

Go to the Role Management page.

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Create an organization role

On the Role Management page, create an organization role.

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Configure feature permissions

On the Role Management > Feature Role page, configure the feature permissions for the role.

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Q-Ask has three feature permissions:

  • Centralized Management: Manage and grant permissions for all Q-Ask resources on the Organization Management > Q-Ask page. This permission includes Dataset Query Configuration and Query by default.

  • Dataset Query Configuration: Run query configuration on datasets the user owns. This permission includes Query by default.

  • Query: Use the Q-Ask feature.

Note

Organization administrators have all Q-Ask permissions. Permission administrators, regular users, and newly created custom organization roles have the Query permission by default. For more information about managing custom organization roles, see Role Management.

Add role users

On the Role Management > Role Users page, add users to the role.

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After users are added, they appear on the Role Management > Role Users page.

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User A now has all Q-Ask permissions: Centralized Management, Dataset Query Configuration, and Query.

To grant users only Query or Dataset Query Configuration permissions, follow the same steps and select only the permissions you need.

Query permission management

If you have the Centralized Management permission for Q-Ask, you can manage data permissions for other users.

Prerequisites

Before you begin, ensure that you have:

  • Created datasets and configured queries

For details, see Data Preparation.

Navigate to Permission Management

Go to the Permission Management page.

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Add authorization

  1. Select a user and choose how to grant permissions: By Dataset, By Analysis Subject, or By Dashboard.image

  2. In the Add Authorization dialog, configure the following:

    image① Select query resources.

    Note

    The maximum number of query datasets is 200, and for analysis subjects, it is 100.

    ② Set the expiration date.

    Select a specific date or choose a preset time period.

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    ③ Click Complete. The authorized resources appear for the user, and you can revoke authorization, adjust the expiration date, or add more authorizations.

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Sync permissions to other users

To copy a user's permissions to other users, use the sync function.

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Note
  • Synchronization is incremental — it adds permissions without removing existing ones.

  • Authorizations granted By Dashboard cannot be synced to other users.