Setup Guide: Row Level Access Role Based Permissions

Roles must be set up on the desktop version of Power BI. This article provides a step-by-step guide on how to do so.

1. Navigate to Modeling at the top and click on Manage roles.

2. A window will pop up. Click Create; by default, you will have no Roles.

3. The tables will then pre-populate. Right-click a table and click Add filter.

4. Then click a column to view it in the table.

Note: The screenshot on the left displays the Table filter DAX expression for the [User Group] row

5. In the Value field (highlighted in red above), enter the user's name or group that should have access to this data.

6. Click Save, then click View as in the Modeling menu.

7. Next, check the user whose data you want to see, as shown below, and click OK.

8. Log on to your Power BI online account.
9. Navigate to Datasets on the left and click on the ellipsis next to the Support account.

10. Click on Security, and Row-Level Security will appear.

11. Finally, enter the email you want to add, click Add, then Save.