Adding a New User

Adding a new user to PowerBI Portal

From the navigation menu, click Users to access the Users list menu. From here, you can manage the role of each user, what they have access to, and set their unique access code to PowerBI Portal. You can add new users to your organization’s registry either by individually adding them through the platform or importing them in bulk via Excel.

To individually add a new user through the platform, click Add New to open the following screen:

Insert your new user’s email, you must pick their role:

• Frontoffice – the user only has access to your organization’s PowerBI Portal’s frontoffice.

• Backoffice – the user can add new users with access to the front and backoffice, new reports, and manage the access list. They can access the frontoffice from the navigation menu.

• Master – has full access to PowerBI Portal, including the settings menu, and can add new users with the Master role.

Finally, you can either generate a random access code for your new user or create one with up to 20 characters. PowerBI Portal currently supports access via a Microsoft Account. If you add an email associated with a user’s Microsoft account, that user can access PowerBI Portal’s frontoffice by either using their unique access code or clicking the Sign in with Microsoft button.

Click the Add User button to add the new user to your list. You can repeat this process as many times as you wish. Click the Save button when you’re finished.

Alternatively, you can add new users in bulk via Excel. To do so, from the User list screen, click the Import via Excel button on the top right corner of the screen, and download the Excel template. Don’t close this modal in PowerBI Portal. You’ll find 3 columns when you open the Excel template:

Simply paste the list of emails you wish to add, select the role for each one, and manually set their access code. Once you’re done, go back to PowerBI Portal, click Browse, find your filled Excel template, and press Upload. Hit Save to add your new users to the list.

All users added to the PowerBI Portal are notified by email.