How to Secure a Power BI Dashboard

Quick summary

Securing a Power BI dashboard means controlling who can view or edit your data by using the built-in permission management tools. This walkthrough shows how to add users, assign access levels, and grant access directly from your workspace.

Steps

1. Open My workspace to access the area where all your analytics projects are stored.
2. Click on your Dashboard to view your key metrics and visualizations.
3. Click the three-dot menu on the dashboard to open the sharing and collaboration options.
4. Select Manage permissions to control who can view or edit your dashboard insights.
5. Click Add user to begin granting access to a new team member.
6. Enter the email address of the team member you want to collaborate with.
7. Select the appropriate access level for the team member.
8. Define what actions they are permitted to perform with your dashboard data.
9. Click Grant access to complete the permission setup for the selected team member.