Sharing the Power BI template app

Distinguishing between App and Workspace and how to grant users access to them

A Power BI app comprises an App, which serves as a packaging mechanism, and a Workspace where the app's content is created and managed. Granting access to the App is typically done to invite users who will consume or read the app's content. On the other hand, granting access to the Workspace is done to invite individuals who will develop or manage the app, such as developers.

To share a Power BI app with someone in your organization, follow these steps

AddViewerToApp-1
  1. Open the Power BI app that you want to share.
  2. Navigate to the Power BI Service home page.
  3. Look for the workspace with the same name as your app and select it.
  4. In the top right corner, click on "Update app."
  5. In the left sidebar, select the "Permissions" tab.
  6. Under the "Specific individuals or group" option, use the search bar to find and add the users you want to share the app with.
  7. Check the option that says "Install this app automatically." Enabling this option will automatically install the app for the users you grant access to, removing the need for them to manually find and install the app in the Power BI Service.

By following these steps, you will grant access to the Power BI app and automatically install it for the specified users within your organization.

To add a member to the Power BI workspace, follow these steps

AddMemberToWorkspace
  1. Open the Power BI app and navigate to the Power BI Service home page.
  2. Look for the workspace with the same name as your app and select it.
  3. In the top right corner, click on "Access."
  4. In the left sidebar, select the "Permissions" tab.
  5. Use the search bar to find the users you want to add to the workspace.
  6. Select the users from the search results.
  7. Click on the "Add" button to add the selected users as members to the workspace.

By following these steps, you will be able to add members to the Power BI workspace, allowing them to develop or manage the app within the workspace.