All Products
Search

This Product

    Quick BI:Terms

    Document Center

    Quick BI:Terms

    Last Updated:Nov 13, 2025

    The organization management feature is available in Quick BI Premium Edition and Professional Edition. It allows multiple users to collaborate on data development.

    Scenarios

    Organization management lets you centrally configure and manage users, roles, and permissions within a Quick BI organization. This includes managing organization-level features to standardize system settings and user experience. This helps you build an efficient data collaboration mechanism and create a secure, controllable analytics environment.

    Limits

    Only organization administrators can manage an organization.

    Organization

    For data security, you can add Alibaba Cloud accounts and Resource Access Management (RAM) users to an organization to enable collaborative data development.

    • If you need 10 to 100 people to collaborate on data analytics, you can purchase Quick BI Premium Edition. It meets the following requirements:

      • Different departments can view different reports.

      • Employees with different roles see different content in the same report.

    • If you have more than 100 users, you can use Quick BI Professional Edition.

    Organization members

    The organization member types and roles in Quick BI are as follows:

    • User type

      At the organization level, there are three user types:

      • Developer: Includes enterprise IT staff, data analysts, and data operations personnel.

        Developers can connect to data sources and create datasets.

      • Analyst: Business personnel who perform business analysis and have basic technical skills.

        Analysts analyze data by creating items such as dashboards and workbooks.

      • Viewer: Users who only view reports, such as managers or front-line business personnel who only view data results.

        Viewers can view dashboards, workbooks, and sites using URLs or subscriptions.

    • User role

      • Organization role

        At the organization level, there are three preset organization roles. You can also add custom organization roles.

        • Organization administrator: Manages project information, status, and members. An organization administrator can assign the organization administrator role to other organization members.

          Assign this role to one to three people. These are typically project managers (PMs) or individuals in charge of the BI platform.

        • Permission administrator: Manages permissions on project resources. A permission administrator is responsible for centrally assigning and managing permissions. Assign this role to one to three people, who are typically those in charge of the BI platform.

        • Regular user: A user who is not an organization administrator or a permission administrator.

        • Custom organization role: You can customize organization roles as needed. For more information, see Role Management.

      • Workspace role

        At the workspace level, there are four preset workspace roles. You can also add custom workspace roles.

        • Workspace administrator: Has create (edit), use, and view permissions for all modules. The workspace administrator is the role with the most permissions in the current workspace. In addition to these permissions, the administrator can manage the permissions and work of other members in the workspace.

        • Workspace developer: Has create (edit), use, and view permissions for all modules.

        • Workspace analyst: Has create (edit) and view permissions for the BI portal, dashboard, data dashboard, workbook, ad hoc analysis, and Downloads modules. This role also has view permissions for data entry and data sources, and use and view permissions for datasets.

        • Workspace viewer: Has view permissions for all modules.

        • Custom workspace role: You can customize workspace roles as needed. For more information, see Role Management.

    Organization management

    The creator of an organization is the organization administrator by default. Only organization administrators can access and manage the organization.

    Organization management tasks include the following:

    • Managing organization information

    • Managing member information

    • Managing workspaces

    Organization administrators can add user accounts to the organization for data analytics in Quick BI. For more information about the user account types that Quick BI supports, see Account types.

    Account types

    Quick BI supports several types of user accounts: