BI Portal Help Desk
  • Welcome to The BI Portal
  • Getting Started
    • Quickstart
    • Onboarding Checklist
  • Basics
    • Adding New Users & Setting Roles
    • Adding a New Workspace
    • Adding New Reports
    • Workspace ID
  • Unique Configurations
    • Customizing Reports
    • Subscriptions
    • Audience
  • Advanced Settings
    • Embedded Capacity Configuration
      • Create a Security Group in Azure
      • Creating the Power BI Capacity
      • Create an App Registration for Power BI Capacity
        • Important Information
        • Generating Certificates and Secrets
      • Generating an App Registration
      • Add the App Registration to the Security Group
        • Grant Access to the Security Group on Power BI Embedded Capacity
        • Add Security Group to Capacity
      • PowerBI App Settings
        • Developer Settings
        • Grant Access to the Security Group on Power BI Workspace
      • Retrieving the Workspace ID
        • Retrieve the Workspace ID
    • Start/Stop Embedded Capacity
      • Necessary Details
      • App Registration
        • Important Information
        • Generating Certificates and Secrets
      • Assigning permissions to the Start/Stop App Registration.
    • Power BI Embedded Capacity Information
      • Assign rights for the stop-starter
    • Need Assistance?
  • Report a Bug
    • Support Centre
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On this page
  • Where to find Users
  • Creating a new user
  • Information you'll need to complete
  1. Basics

Adding New Users & Setting Roles

Add new users to your BI Portal and assign them appropriate roles to manage access and responsibilities effectively.

PreviousOnboarding ChecklistNextAdding a New Workspace

Last updated 7 months ago

Where to find Users

Head to the top-right corner of your portal and click on your profile icon. From the drop-down menu, select Users.

Creating a new user

Once on the Users page, click the + New button located in the top-right corner. You will be redirected to the Create New User page, where you can enter the necessary details to add a new user.

Information you'll need to complete

Here, you can add the following information

  • Organization

  • First Name

  • Last Name

  • Email

  • Phone

  • Company

  • Department

  • Role: Assign one of the following roles: Admin, Manager, User, or Email User.

Once completed, click Save to add the user.

Manager - Can view all workspaces within the portal

User - Can only view certain workspaces with the portal