1. Open the Microsoft 365 Admin Portal
2. Click on "Add a User"
3. Begin inserting the new user's information into the boxes. Make sure to check all the boxes and send the email to yourself.
- Something to check with the user is if people in their position at other branches use the Branch accounts rather than a personal one. Service Managers always get their own accounts.
4. Assign the user "Power BI Premium Per User".
- If we are out of users, purchase another one. Premium is required for certain features within our applications such as row detection refreshes.
5. Optional Settings
- Give them User (No Admin Center Access) unless they are the new Data Analyst or someone in IT. You can skip all of this and profile info by hitting next.
6. Review and Finish
- Click "Finish Adding" and the account will be created.
7. Add the user to their respective groups
- After navigating to this screen and clicking "Members", Scroll down and select "View all and manage members"
- Click add members and type in the name of the new users. Once they are added to the group we will move on to Power BI.
8. Row Level Security
- From the Apps Home, we need to find the app and reports they will need access to. We will be using the "Branch Service Premium" Application as an example.
- Once you're in the application, start going through each report and giving the new user access to their branch by clicking on "Open Lineage View"
- Doing this will auto navigate and highlight the correct dataset and report. Once this has happened, click the three dots on the dataset and choose security.
- Enter the user's email into the search bar and select them when they pop up. Once they are selected you should be able to click "Add" and then "Save". You need to do this with each report they need access to.
9. Some reports do not use Row Level Security. If that is the case you will see this screen pop up. No additional action is needed for these reports.
