Administrator Guide

After successfully launching MAXIR AI, enterprise administrators can easily manage the organization’s resources comprehensively through a unified management platform, including:

• User Management
• Project Management
• MAXIR AI Resource Management (such as seats in the subscription package, task quotas, workspace capacity, etc.)
• Payment Settings

User Management

MAXIR AI offers two user types, allowing administrators to choose and create based on the individual user’s required permissions, achieving refined user permission management.

User Types

MAXIR AI offers two user types, allowing administrators to choose and create based on the individual user’s required permissions, achieving refined user permission management.

• Team Member: Team members have full functional permissions of the console and can collaborate with other members to manage and operate data within the project. Supported operations include:
  • Creating and managing datasets and data sources
  • Running data tasks based on datasets
  • Collaborating with other team members

Team members only need to perform operations in the console and do not require Open API permissions.

• System User: System users can run data tasks in bulk via the Open API provided by MAXIR AI. Supported operations include:
  • Calling MAXIR AI’s AI-driven data analysis capabilities through API
  • Efficient and large-scale execution of data analysis tasks
  • Developing customized AI solutions using Open API to provide services for their end-users

Create Users

Create a Single User:

1. Click “User Management” in the top navigation bar.
2. Click “Create User,” select the user type, fill in the user information, and click the “Create” button at the bottom left of the page.

Create a team member by filling in the following information:

Create a system user by filling in the following information:

Bulk Create Users:

The bulk creation feature only supports the creation of team members. System members can only be added individually.

1. Click “User Management” in the top navigation bar.
2. Click “Bulk Create”.
3. In the dialog that appears, click “Download Template,” fill in the template content, and click “Upload”.

View User Information

After entering the “User Management” page, the default display is a list of all users within the organization.

As shown in the figure above, you can view the following information for each user in the list:

You can also filter users using the filters above the user list. Supported filters include:

• User Type: Display only “Team Members” or “System Users”.
• Assigned Project: Display only users added to the specified project.
• Seat Assigned: Display users with assigned seats or unassigned seats.

Manage User Project Membership

MAXIR AI allows assigning specific users to projects or removing them from projects.

Users not joined to any project will face the following restrictions when using MAXIR AI:

• Upload data sources or create datasets
• Unable to specify a dataset for Q&A when performing data tasks

Therefore, it is recommended to add users to the relevant projects to make full use of MAXIR AI’s data analysis capabilities.

1. In the “User Management” page, locate the target user, and click the dropdown in the “Assigned Project” column.
2. In the dialog that appears, check the project to add the user to the selected project, or uncheck the project to remove the user from it, and confirm by clicking “OK”.

The same user can join multiple projects. If there is no suitable project, you can also click “Create New Project” at the bottom left to create one, then check the newly created project to complete user addition.

Modify User Information

MAXIR AI allows modifying the username and password of team members and modifying the display name of system users.

1. In the “User Management” page, locate the target user, and click the edit button in the “Action” column.
2. In the dialog that appears, enter the modified information, and click “Confirm”.

To change a team member’s password, click the “Change” button next to the “Password” field. In the “Change Password” dialog that appears, enter and confirm the new password, then click “Change”.

Delete User

MAXIR AI allows removing user accounts that are no longer needed from the organization. Once the user is deleted, the seat assigned to the user (if any) will be immediately released.

After the user is removed, all data related to the user will be deleted. This action is irreversible once started, so please proceed with caution.

1. In the “User Management” page, locate the target user, and click the delete button in the “Action” column.
2. In the confirmation dialog that appears, click “Delete”.

Project Management

Projects are groups created within an organization based on specific objectives. MAXIR AI supports flexible creation of multiple projects as needed.

Although all projects share the same workspace capacity resources, data between projects is mutually isolated. That is, a dataset created in one project cannot be accessed by other projects, achieving refined data security management and ensuring clear boundaries between projects.

Create Project

After creating the organization, the system will automatically create a default project for the organization. You can also create projects as needed.

1. In the management console’s top navigation bar, click “Project Management”.
2. In the project list that appears, click “Create Project”.

In the dialog that pops up, set the project name and click “Create Project”.

After a project is created, it will automatically enter the project detail page, where you can manage project members and project API Keys. For specific details, refer to the sections Manage Project Members and Manage Project API Key.

Manage Project Members

Organization administrators can manage users within the project, including adding and removing users from the project.

Add Project Members

1. In the “Project Management” page, click the target project card to enter the project detail page.
2. Click the “Users” tab and then click the “Add User” button.

In the dialog that appears, select the users you need to add and click “Add”.

Remove Project Members

Users removed from the project will no longer be able to use the data within the project for data analysis.

1. In the “Project Management” page, click the target project card to enter the project detail page.
2. Click the “Users” tab, locate the target user, and click the delete button in the “Action” column.

To remove multiple users at once, you can check the box in front of the user ID, then click the “Delete” button at the top right of the user list to complete the batch deletion.

Manage Project API Key

When system users need to perform operations within a specified project by calling MAXIR AI Open API, they need to use the project API Key for authentication.

The project API Key is a credential for accessing and operating project resources. If leaked or used without authorization, it may lead to project data leakage and data security risks.Please keep it safe to ensure project security.

Create Project API Key

To remove a user from a project will prevent the user from using the data within the project for data analysis.

1. In the “Project Management” page, click the target project card to enter the project detail page.
2. Click the “Project API Key” tab, and click the “+ API Access Key” button at the top right of the API Access Key list.
3. In the dialog that appears, set the name of the API Access Key and click “Create”.
4. Copy and save the generated Secret Key, confirm the save, and click “I have saved this Secret Key”.

The generated Secret Key is displayed only once during creation. You can only view the last four digits of the Secret Key in the API Key list afterward.

Delete Project API Key

For security reasons, MAXIR AI recommends periodically cleaning up unused API Keys. Deleted API Keys can no longer be used to access resources in the corresponding project.

1. In the “Project Management” page, click the target project card to enter the project detail page.
2. Click the “Project API Key” tab, find the API Key you no longer need, and click the delete button in the “Action” column.
3. In the confirmation dialog that appears, click “Delete”.

Usage Management

The MAXIR AI administrator console provides a usage monitoring feature, allowing you to view workspace capacity and data task quota usage.

1. In the administrator console’s top navigation bar, click “Usage”.
2. In the “Usage” page, you can view the usage of specific resources.