# First Access

{% hint style="info" %}
To personalize the **portal URL** and use your **own domain**, go to [**DNS Configuration**](https://docs.powerembedded.com/portal-de-administracao/configuracao-dns).
{% endhint %}

{% hint style="warning" %}
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**](https://admin.powerembedded.com.br/Organization/BillingSettings/).
{% endhint %}

### User Creation

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**](https://admin.powerembedded.com.br/Users) to access this screen.

After creating users, remember to Define user **permissions,** Assign them to **groups,** Specify **which reports** they can access.

{% hint style="info" %}
For more details on user **creation and management**, visit the [**User Management**](https://docs.powerembedded.com/portal-de-administracao/usuarios) page.
{% endhint %}

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.

<div data-full-width="false"><figure><img src="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-01f590c5fdacb89fe6c4126e45985b584e98906f%2F2024-10-15%2005%2026%2034.png?alt=media" alt=""><figcaption><p>Tela inicial do cadastro de usuários</p></figcaption></figure></div>

### Group Creation

Groups in **Power Embedded** help manage and govern users by **grouping them** for easier **permissions, RLS, and report access management**.

[**Click here**](https://admin.powerembedded.com.br/Groups) to access this screen.

{% hint style="info" %}
For more details on **group creation and management**, visit the [**Group Management**](https://docs.powerembedded.com/portal-de-administracao/grupos) page.
{% endhint %}

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.

<figure><img src="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-bd82c2987125fe05310dfebf3da66c0037e30c50%2FGerenciamento%20de%20grupos.png?alt=media" alt=""><figcaption><p>Tela inicial do cadastro de grupos</p></figcaption></figure>

### Report Import

A crucial step to making the portal functional is **importing reports**.

[**Click here**](https://admin.powerembedded.com.br/Reports) to access this screen.

#### Import Options

There are three types of report imports:

1. **Power BI Report**: Import existing reports from **Power BI**.
2. **Web Report**: Import reports from **online sources** like **Google Data Studio, OneDrive, Tableau**, and **Power BI Workspaces**.
3. **Power BI File**: Publish **PBIX files** directly to Power BI without needing **Power BI Desktop**.

#### Power BI Report Import

View **all workspaces** where **Power Embedded** has admin access.

<figure><img src="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-54c2e5f257c0089550707e0f9e01834112438039%2Fselecionar-workspace.png?alt=media" alt=""><figcaption></figcaption></figure>

Import reports **individually** or **all at once**.

<figure><img src="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-f31374a3f499b6978a5b09e8a0c0faa7dd54928a%2Fselecionar-relatorio2-1024x185.png?alt=media" alt=""><figcaption></figcaption></figure>

#### Web Report Import

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.

![](https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-07093ffdc4d3c50194bfbacf80ad58708c3390c1%2Freport-web-2-e1719346288446.png?alt=media)

If embedding is restricted, use the **"Open in a New Tab"** option for seamless integration.

#### Power BI File Import

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.

![](https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-72a3e9bfa751b7d6ad63e3fc85c7732bb78f2e23%2FArquivo-Power-BI.png?alt=media)

{% hint style="info" %}
Learn more about this feature on the [**Publishing Reports to Power BI via Power Embedded**](https://docs.powerembedded.com/portal-de-administracao/relatorios/publicar-relatorio-no-power-bi) page.
{% endhint %}

### Portal Customization

Power Embedded is a **fully customizable white-label system**. This is where you **personalize the user experience** with your **company’s branding**.

{% hint style="info" %}
For more details, visit the [**Settings** ](https://docs.powerembedded.com/portal-de-administracao/configuracoes)page.
{% endhint %}

**“Visualization Portal” Tab**: Set portal **colors and images**.

<figure><img src="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-cf773db52ef56ce661b616435e5540260ea4caa7%2Fportal-de-visualizacao.png?alt=media" alt=""><figcaption></figcaption></figure>

**Login Screen Tab**: Customize the **login screen’s colors and images**.

<figure><img src="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-e5d332ceb5955412c05bbdea7ca742ed0edcb502%2FTela%20de%20login.png?alt=media" alt=""><figcaption></figcaption></figure>

You can also customize the authentication methods supported by the platform and configure other login screen customizations.

<figure><img src="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-357b3f33b55bab9ee81a2b28e53349c1cd33eb90%2FPersonaliza%C3%A7%C3%A3o%20do%20m%C3%A9todo%20de%20autentica%C3%A7%C3%A3o.png?alt=media" alt=""><figcaption></figcaption></figure>

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.

### Main documentation

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>O que é o Power Embedded</strong></td><td>Um resumo deste produto</td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-53f058d1456763a568987da3754b3aa6256a20da%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(32).png?alt=media">Power Embedded - Ícone da Documentação (32).png</a></td><td></td><td><a href="../home/what-is-power-embedded">what-is-power-embedded</a></td></tr><tr><td><strong>Perguntas frequentes</strong></td><td>E suas respostas</td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-2fa155262fc77cfbde19310801211f08faf3fd02%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(33).png?alt=media">Power Embedded - Ícone da Documentação (33).png</a></td><td></td><td><a href="../perguntas-frequentes">perguntas-frequentes</a></td></tr><tr><td><strong>Calculadora de Preços</strong></td><td>Quanto custa esse produto</td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-035680b96c7db37da8245deb278aed79776da2d3%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(29).png?alt=media">Power Embedded - Ícone da Documentação (29).png</a></td><td></td><td><a href="https://powerembedded.com.br/calculadora">https://powerembedded.com.br/calculadora</a></td></tr><tr><td>Portal de <strong>Administração</strong></td><td>Como administrar o portal</td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-ef4b32463859cbb59e8026e1731a2ece520acf41%2FDesign%20sem%20nome%20(42).png?alt=media">Design sem nome (42).png</a></td><td></td><td><a href="visao-geral">visao-geral</a></td></tr><tr><td><strong>Portal de Relatórios</strong></td><td>A experiência dos usuários</td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-db5d2fc508bdc4702132663c5b2f637f48169467%2FDesign%20sem%20nome%20(43)%20(1).png?alt=media">Design sem nome (43) (1).png</a></td><td></td><td><a href="../portal-de-relatorios/portal-de-relatorios">portal-de-relatorios</a></td></tr><tr><td><strong>Segurança a nível de linha (RLS)</strong></td><td>Veja como realizar essa configuração</td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-bdda4c818206ff6ed81a3f63eee15a78e4cd18f2%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(36).png?alt=media">Power Embedded - Ícone da Documentação (36).png</a></td><td></td><td><a href="relatorios/seguranca-rls">seguranca-rls</a></td></tr><tr><td><strong>Pastas dos Relatórios</strong></td><td>Organize seus relatórios em pastas</td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-fceda9e172f3cf9fa9ce7a81ae7364d5faa80c38%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(34).png?alt=media">Power Embedded - Ícone da Documentação (34).png</a></td><td></td><td><a href="pastas">pastas</a></td></tr><tr><td><strong>Chamados de Suporte</strong></td><td>Abra e visualize seus chamados</td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-8281cb8217b91b87285d65427200a230b8ca4db6%2FDesign%20sem%20nome%20(43).png?alt=media">Design sem nome (43).png</a></td><td></td><td><a href="https://admin.powerembedded.com.br/Support">https://admin.powerembedded.com.br/Support</a></td></tr><tr><td><strong>Reunião de Suporte</strong></td><td>Precisa de ajuda rápida?</td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-cd1cd711eb36ead1333f1634c3146f0118ed02fc%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(15).png?alt=media">Power Embedded - Ícone da Documentação (15).png</a></td><td></td><td><a href="https://powerembedded.com.br/reuniao-suporte">https://powerembedded.com.br/reuniao-suporte</a></td></tr></tbody></table>

### Extraindo o melhor do Power Embedded

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td><strong>Power Pilot</strong></td><td>Como usar a IA Generativa</td><td></td><td><a href="power-pilot-ia">power-pilot-ia</a></td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-57a997e7415068f6c34d9bd36bbc05930ede0da5%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(37).png?alt=media">Power Embedded - Ícone da Documentação (37).png</a></td></tr><tr><td><strong>Power Pilot no WhatsApp</strong></td><td>Seus dados pelo WhatsApp</td><td></td><td><a href="power-pilot-ia/ia-no-whatsapp">ia-no-whatsapp</a></td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-3a05600c38b1afbeec0ba827c89d2a6ea435fee7%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(38).png?alt=media">Power Embedded - Ícone da Documentação (38).png</a></td></tr><tr><td><strong>Sincronização com Entra ID</strong></td><td>Adicione e remova usuários automaticamente</td><td></td><td><a href="grupos/sincronizar-com-entra-id">sincronizar-com-entra-id</a></td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-96556b5c74cd1a9bcace8f2de1765df544f4d300%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(39).png?alt=media">Power Embedded - Ícone da Documentação (39).png</a></td></tr><tr><td><strong>Aplicativo móvel (PWA)</strong></td><td>Como utilizar o aplicativo para celular</td><td></td><td><a href="../portal-de-relatorios/aplicativo-movel-pwa">aplicativo-movel-pwa</a></td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-a9a8a90d2e453986fbc068575861ffa012a35de3%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(6).png?alt=media">Power Embedded - Ícone da Documentação (6).png</a></td></tr><tr><td><strong>Automações com API</strong></td><td>Como utilizar a API do sistema</td><td></td><td><a href="../documentacao-tecnica/api/automacoes-com-apis">automacoes-com-apis</a></td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-57f9b742138cc174efe2a6d00ef28ed465bc0a50%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(19).png?alt=media">Power Embedded - Ícone da Documentação (19).png</a></td></tr><tr><td><strong>Relatórios no seu sistema</strong></td><td>Como mostrar os relatórios em apps terceiras</td><td></td><td><a href="../documentacao-tecnica/api/mostrar-relatorio-no-seu-sistema">mostrar-relatorio-no-seu-sistema</a></td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-b7b55aded7bca98ec5b57a619f09a8e040e7d849%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(40).png?alt=media">Power Embedded - Ícone da Documentação (40).png</a></td></tr><tr><td><strong>Aplicativos</strong></td><td>Modo TV, Vários relatórios e muito mais</td><td></td><td><a href="aplicativos">aplicativos</a></td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-f8fa0b75a7b2456856083a5c8c98e7caf5e0d5b8%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(41).png?alt=media">Power Embedded - Ícone da Documentação (41).png</a></td></tr><tr><td><strong>Firewall do sistema</strong></td><td>Bloqueie acessos externos</td><td></td><td><a href="auditorias/firewall">firewall</a></td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-6e099f30f902c0d0c679a5f955ce03e361199117%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(21).png?alt=media">Power Embedded - Ícone da Documentação (21).png</a></td></tr><tr><td><strong>Edição/criação de relatórios</strong></td><td>Gerencie o Self-service BI dos relatórios</td><td></td><td><a href="configuracoes/parametros/modo-de-edicao-e-criacao">modo-de-edicao-e-criacao</a></td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-d24665c20a0aa228a54bbe681ce7e857e3033fe5%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(10).png?alt=media">Power Embedded - Ícone da Documentação (10).png</a></td></tr><tr><td><strong>Modelos dinâmicos</strong></td><td>O que é e como utilizar</td><td></td><td><a href="relatorios/modelos-dinamicos">modelos-dinamicos</a></td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-de36b4c277d7bd0d5af4b1a6d91214c1961a7e79%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(12).png?alt=media">Power Embedded - Ícone da Documentação (12).png</a></td></tr><tr><td><strong>Auditorias</strong></td><td>Conheça todas as auditorias do sistema</td><td></td><td><a href="auditorias">auditorias</a></td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-9fe3939bbe6fb5005e559d37244b2101caef6d84%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(42).png?alt=media">Power Embedded - Ícone da Documentação (42).png</a></td></tr><tr><td><strong>Otimização da capacidade</strong></td><td>Reduza custos da capacidade</td><td></td><td><a href="artefatos/capacidades/otimizacao-de-custos">otimizacao-de-custos</a></td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-bfe435c8a7c89ccae8c5fb5d4f506a26b40f5687%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(8).png?alt=media">Power Embedded - Ícone da Documentação (8).png</a></td></tr></tbody></table>