---
title: "Grant ‘Member’ access to Power BI Workspace for Insights "
url: "https://help.altus.pro/fr/article/grant-member-access-to-power-bi-workspace-for-insights"
language: "fr"
last_updated: "2026-05-28T06:48:05.149Z"
---

# Grant ‘Member’ access to Power BI Workspace for Insights 

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](https://docs.altus.pro/products/AltusPPM/AsBuilt/Initiatives/Insights.html?q=Insights) 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

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## 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**

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## 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

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## High-Level Steps

Navigate to **Power BI Service**

-   [https://app.powerbi.com](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](https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-give-access-new-workspaces) [\[learn.microsoft.com\]](https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-give-access-new-workspaces)

* * *

## 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.

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## 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

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## 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

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## 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**