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Procedure for Assigning a Licenses to a new Power BI users

There are two types of Licenes Licenses on the Power BI Services.   Free and Pro.

  • Free: This is a free license type used for ALL users on the site.   The majority of users of Power BI will only need this license.  this License allows a user to VIEW ONLY content created on the Power BI Service. 
  • Pro:  This is a developer license for anyone who will be developing content/data/reproting reporting on the Service.  For a developer,  This license is added in addition to a free License.  

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To Add a user to these groups and assign a License, Perform the following:

  1. If assigning a PRO license,   First,  check to make sure we have licenses available by looking in the Azure AD Portal.  
    1. https://portal.azure.com/#blade/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/Licenses
  2. Create a CSV in the following format:   Groupname, Username
    1. Example: 
      1. Groupname,Username

        PBI_users,sottosanti

        Pbi_Users_Pro,sottosanti  (Optional for developers)

  3. Email the CSV to sist.identityhelp@sa.ucsb.edu
  4. This team will run a script which will assign the user to the my.ucsb.edu groups and email you back when it is complete.
  5. The AD synchronization between the on-prem directory and Azure Active Directory will usually sync and apply the licensing within a few minutes of being notified.
  6. The User should now be able to log in to power bi and setup multi factor authentication with Duo.

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