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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  1. Getting Started

Onboarding Checklist

This document covers the key steps for a smooth BI Portal onboarding. Complete the sections to help us tailor the setup to your needs. If you have any questions or need assistance, feel free to reach

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Last updated 2 months ago

Need Help? If you have any questions or need further clarification, please don’t hesitate to contact us. Our team is available to assist you and ensure your onboarding process is as smooth as possible. We’re committed to helping you get the most out of the BI Portal and are here to support you every step of the way.

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BIPortal Onboarding Checklist 2025 .pdf
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