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8.3.0
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HomeWebsiteChinese version
Docs
  • Help Center
  • Guandata Academy
8.3.0
  • 8.3.0
  • 8.2.0
  1. User Management
  • Users
    • Batch Create Users
      POST
    • Batch Delete Users
      POST
    • Batch Update User Attributes
      POST
    • Batch Check Users Exist
      POST
    • Get Users by Attribute Value
      POST
    • Get User List
      POST
    • Get User Information via loginId
      POST
    • Modify User Status
      POST
  • Developer Guide
    • Token Authentication
    • Common Concepts
  • Datasets
    • Clear Dataset Data
      GET
    • Update Dataset Using Parquet File
      GET
    • Get Dataset List
      POST
    • Modify Dataset Path
      POST
    • Delete Dataset
      POST
    • Search Dataset List
      POST
    • Query Dataset Schema
      POST
    • Batch Update Dataset Update Mode
      POST
    • Get Users with Access Permission for Dataset
      POST
    • Upload Dataset
      POST
    • Get Dataset Download Authorization Token
      GET
    • Download Dataset Data
      POST
    • Get Dataset Data
      POST
    • Create Dataset
      POST
    • Update Dataset Field Comments
      POST
    • Trigger Dataset to Read Data File and Update
      GET
    • Query Dataset Update Result by TaskID
      GET
    • Modify Dataset Schema
      POST
    • Update Dataset
      POST
    • Modify Dataset Field Alias
      POST
    • Modify Dataset Name
      POST
    • Dataset Preview
      POST
    • Modify SQL Model Structure
      POST
    • Get Dataset Folder List
      POST
    • Batch Query Dataset Basic Information
      POST
    • Batch Query Dataset Permissions
      POST
  • Dashboards
    • Get Dashboard/Page List
    • Search Pages by Name Keyword
    • Get Users with Read Permission for Page
    • Get Page List in Tree Structure
    • Export Dashboard as PDF or Image
    • Get Dashboard Export File
    • Get Page Basic Information
    • Get Page Information
    • Get Dashboard Smart Insights
  • Cards
    • Get Card Data
    • Create Card Based on Dataset (Random ID)
    • Get Card Insight Agent
  • Subscriptions and Alerts
    • Query Subscription List
    • Query Alert List
    • Query Notification Sending History
    • Download Custom Channel Push File
    • Enable/Disable Subscription
    • Enable/Disable Alert
  • Permissions
    • Get Pages Accessible by User
    • Get Datasets Accessible by User
    • Modify User Page Access and Ownership
    • Modify User Dataset Access and Ownership
    • Get Pages Accessible by User Group
    • Get Datasets Accessible by User Group
    • Modify User Group Page Access and Ownership
    • Modify User Group Dataset Access and Ownership
    • General Resource Permission Grant and Revoke
    • Grant Resource Permissions to User or User Group
    • Revoke Resource Permissions from User or User Group
  • Resource Operations
    • Migrate Resources with Owner Permission from Specified User
    • Migrate Resources with Owner Permission from User Group
    • Generic Resource List
  • Card Exports
    • Card Export API Guide
    • Public API Card Export
    • Public API Task Status Polling
    • Public API Card Export File Download
  • Sessions
    • Session Create or Update
    • Query Dataset Session Configuration
  • Folders
    • Create Folder
    • Modify Folder Directory
    • Delete Folder
    • Add Folder Permission
    • Delete Folder Permission
    • Batch Query Folder Permissions
  • Data Accounts
    • Create Data Account
  • Authentication
    • User Login
    • Login via loginId
    • User Logout
  • User Management
    • User Management Overview
    • User Groups
      • Batch Create User Groups
      • Batch Modify User Groups
      • Delete User Group
      • Get User Group List
      • Add Single User Group
      • Delete User Group V2
    • User Group Members
      • Add Users to User Group
      • Remove User from User Group
      • Get Direct Users Under User Group
      • Get Direct User Groups of User
    • Roles
      • Query Role Information for User
      • Add Custom Role for User
      • Unbind Custom Roles for User
    • User Linked Accounts
      • Linked Account Configuration Guide
      • Configure User External Associated Account
      • Delete User Associated Account
      • Query User External Linked Accounts
  • System Related
    • Get Monitoring Information
  • Metric Center
    • Get Metric Project
    • Get Folders Under Metric Project
    • Get Metrics Under Project and Folder
    • Get Metric Details
  • Lineage
    • Query Resource Lineage
    • Query Field Lineage
  • Insight Agent
    • Create Insight Agent Task
    • Query Conversation Details
  1. User Management

User Management Overview

Introduction#

User Management includes several submodules: User, User Group, Role, User Group Member, and User Linked Account. Through User Management public APIs, you can:
Query users and user groups in the system
Create, modify, and delete users and user groups
Maintain relationships between users and user groups
Query and modify users' custom roles
Maintain users' external linked accounts

Corresponding Features#

Corresponds to User Management in the BI Management Center. For details, refer to Help Center Documentation
image.png

Terminology#

User#

System users. User attributes include but are not limited to:
Account: The user's login account in BI, typically using loginId as the interface parameter.
Account Type: Each user has only one account type. Enum values include admin, editor, and participant, representing administrator, regular user, and read-only account respectively.
Belonging User Groups: A user can have multiple user groups
Custom Roles: Each user can have multiple custom roles. Users can have different RBAC permissions through custom roles.
image.png

User Group#

User groups classify and categorize users, enabling enterprise administrators to manage various user permissions more directly and conveniently. User group attributes include but are not limited to:
User Group ID: The unique identifier of a user group in BI. Typically using ugId as the interface parameter.
External ID: When creating user groups via public API or account synchronization, each user group has a corresponding external ID. This represents the unique identifier of the user group in third-party systems. Typically using externalGroupId as the interface parameter.
Parent User Group: A user group can have one parent user group and multiple child user groups, forming a tree structure. The root user group's parent user group ID is empty.
Role: Users can inherit custom roles through user groups
image.png

Role#

Roles are specific permission groups assigned to each account by administrators, with each role having corresponding functional permission information.
Account Types: Read-only user, regular user, and administrator.
System Roles: Mainly refers to group administrators. When the group administrator feature is enabled, you can view the list of group administrators here, and which user groups each group administrator can manage.
Custom Roles: Supports creating custom roles and assigning corresponding functional permissions as needed.
image.png

User Linked Account#

In SSO, you can link BI accounts with accounts in the authentication system to enable SSO login for the linked BI accounts. Each user can configure one external account per SSO Provider. See Linked Account Configuration Introduction for details.
Modified at 2026-07-14 14:07:18
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