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    Quick BI:Terms

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    Quick BI:Terms

    Last Updated:Jun 23, 2026

    Quick BI Premium Edition and Professional Edition provide organization management, enabling 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, including organization-level features that standardize system settings and user experience. This helps build an efficient data collaboration mechanism and a secure, controllable analytics environment.

    Limits

    Only organization administrators can manage an organization.

    Organization

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

    • If 10 to 100 people need to collaborate on data analytics, 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, use Quick BI Professional Edition.

    Organization members

    Quick BI has the following organization member types and roles:

    • User type

      At the organization level, there are three user types:

      • Developer: 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. This is the role with the most permissions in the workspace. In addition, the administrator can manage the permissions and work of other workspace members.

        • 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. For more information about supported account types, see Account types.

    Account types

    Quick BI supports the following user account types: