First Access
Initial Setup Tips for a Great Experience with Power Embedded
Last updated
Initial Setup Tips for a Great Experience with Power Embedded
Last updated
For the automatic billing system to generate charges on the desired due dates, send them to the correct list of people, or include a purchase order number, go to Billing Settings.
The first step to using Power Embedded is to configure users who will administer the platform and those who will only view reports.
Click here to access this screen.
After creating users, remember to Define user permissions, Assign them to groups, Specify which reports they can access.
Ways to Create Users:
Manually: Fill out the registration form fields.
CSV Import: Upload a user list from a CSV file.
Entra ID (Azure AD) Import: Import users directly from Azure AD.
API Integration: Use an API to connect with any system or programming language.
Groups in Power Embedded help manage and govern users by grouping them for easier permissions, RLS, and report access management.
Click here to access this screen.
Ways to Create Groups:
Manually: Fill out the form fields.
CSV Import: Upload groups from a CSV file.
Entra ID (Azure AD) Import: Import groups (and optionally, their users).
Entra ID (Azure AD) Sync: Sync groups with Azure AD to automatically create/delete users in Power Embedded based on Entra ID changes.
A crucial step to making the portal functional is importing reports.
Click here to access this screen.
There are three types of report imports:
Power BI Report: Import existing reports from Power BI.
Web Report: Import reports from online sources like Google Data Studio, OneDrive, Tableau, and Power BI Workspaces.
Power BI File: Publish PBIX files directly to Power BI without needing Power BI Desktop.
View all workspaces where Power Embedded has admin access.
Import reports individually or all at once.
In Power Embedded, you can embed web reports or documents stored in SharePoint, OneDrive, and other sources. For example, if you have a dashboard in Google Data Studio and need to view it here, simply insert the link, and it will be automatically recognized as an external report in the portal.
If embedding is restricted, use the "Open in a New Tab" option for seamless integration.
You can also publish Power BI reports that are locally on your computers to workspaces in the Power BI service, giving your users greater freedom and autonomy.
Power Embedded is a fully customizable white-label system. This is where you personalize the user experience with your company’s branding.
“Visualization Portal” Tab: Set portal colors and images.
Login Screen Tab: Customize the login screen’s colors and images.
You can also customize the authentication methods supported by the platform and configure other login screen customizations.
If you block any authentication method, no user will be able to authenticate using that login method and it will not be shown on the login screen.
If this authentication method is enabled, it will be shown on the login screen, but you can block it at the user level so that that specific user cannot use this authentication method.
