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Who Can See Your Power BI Data Access Demystified.

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Guide Notes & Explanation

Accompanying breakdown for this slide deck

  • Who Can See Your Power BI Data? Access Demystified.

Why Roles Matter

  • Control who can see your reports and data
  • Prevent unauthorized access to sensitive information
  • Manage who can edit and publish content
  • Assign the right level of power to team members
  • Ensure a secure and organized analytics environment
  • They are the foundation of good data governance

The Viewer Role

  • Can view reports and dashboards in the workspace
  • Cannot edit any content or data models
  • Cannot create new reports or add data sources
  • Ideal for most end-users and stakeholders
  • Perfect for distributing finished analytics products
  • Lowest level of permission available

The Contributor Role

  • Can do everything a Viewer can do
  • Can create and edit their own reports
  • Can add new reports to the workspace
  • Cannot modify datasets created by others
  • Cannot delete others' content or publish to web
  • Great for report developers and analysts

The Member Role

  • Has all the capabilities of a Contributor
  • Can also edit and modify existing datasets
  • Can refresh data for all datasets in the workspace
  • Can publish or update apps for the group
  • Cannot add other users to the workspace
  • This is a powerful role for developers

The Admin Role

  • Has full control over the entire workspace
  • Can add or remove users and assign their roles
  • Can delete any content, including all datasets
  • Can update workspace settings and details
  • Should be limited to a few trusted individuals
  • Ultimate responsibility for the workspace

Key Differences Summarized

  • Viewer: Consume content only
  • Contributor: Create new reports only
  • Member: Manage all content and datasets
  • Admin: Manage people and workspace settings
  • Permissions are cumulative from Viewer to Admin
  • Always assign the least privileged role needed

Best Practices

  • Start users with the Viewer role; promote as needed
  • Use the Contributor role for testing new reports
  • Reserve the Admin role for team leads only
  • Regularly audit user access and roles
  • Name workspaces clearly to avoid confusion
  • Train team members on their permission level

Putting It All Together

  • Roles are essential for security and collaboration
  • Understand the tasks each user needs to perform
  • Match the role to the user's responsibility
  • Incorrect roles lead to risk or frustration
  • Proper setup enables a smooth workflow
  • Now you can confidently manage your workspace