Altus Insights dashboards are powered by Power BI reports embedded within Altus.

Access to these reports is not automatically granted when a user is onboarded to Altus.

Users must also be explicitly granted access to the Power BI workspace where the Insights reports are hosted.

Without this access, users may experience:

• “Request access” prompts
• No data or blank reports
• Licensing or permission errors

See Insights | Altus Docs for more information on Power BI reporting within Altus.

Important: Platform & Permissions

This configuration is not managed within Altus.

It must be completed in:

• Power BI Service (workspaces)

Requires:

• Workspace Admin or Member access in Power BI

Why This Step Is Required

Altus Insights reports are:

• Hosted in a Power BI workspace
• Embedded into Altus for user access

However:

• Power BI enforces its own access and licensing model
• Users must have:
• • Access to the workspace
  • Appropriate Power BI license (e.g. Pro or Premium capacity)

👉 This means onboarding a user to Altus does not automatically grant access to Insights

Recommended Approach

Use Microsoft Entra ID (M365) groups to manage access.

This allows you to:

• Add users once (via group membership)
• Automatically grant both:
• • Altus access
  • Power BI workspace access

✅ This is a “set and forget” model aligned with enterprise governance

High-Level Steps

Navigate to Power BI Service

• https://app.powerbi.com

Open the relevant Insights Workspace

Select Manage Access (top right)

Select + Add people or groups

Add:

• Individual users or
• Microsoft 365 / Entra ID group

Assign role:

• Member (recommended for active users)

Save changes

👉 For detailed Microsoft step-by-step instructions, refer to:
https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-give-access-new-workspaces [learn.microsoft.com]

Understanding Workspace Roles

Power BI uses role-based access to control permissions.

Key roles include:

• Admin
• Member
• Contributor
• Viewer

The Member role:

• Allows users to access and interact with reports
• Supports updating and collaborating on content (if required)

Workspace roles control what users can do within the workspace.

How This Impacts Altus

Granting workspace access enables users to:

• View Insights dashboards within Altus
• Interact with:
• • Portfolio Insights
  • Project Insights
  • Resource and Strategy reports

Without this:

• Embedded reports will not load
• Users will see permission or license errors

Best Practice: Group-Based Access

To simplify onboarding:

• Use the same Entra ID / M365 groups for:
• • Altus security (Dataverse Teams)
  • Power BI workspace access

Benefits:

• Centralised access management
• Consistent permissions across platforms
• Easier onboarding/offboarding

Key Considerations

• Users need:
• • Workspace access
  • Power BI license (Pro or Premium capacity)
• Power BI access is managed independently from Altus
• Workspace access changes apply when user logs into Power BI

Tips

• Always include this step in your user onboarding process
• Validate access by opening Insights in Altus
• Use groups rather than individual assignments
• Align workspace access to roles or functions