How To - Assign Power BI Pro Licenses

Procedure for Assigning a Pro License to a new users

A pro user should be added to the following three AD groups in the my.ucsb.edu Domain.

• PBI_Users_Pro - Any member in this group will be assigned a Power BI Pro License
• PBI_Users - Umbrella group for ALL Power BI Users.  Tied to a Free license type.
• PBI_Users_Secure - This group will enable Multi-Factor Authentication for the user.  
  • Note:  Eventually this group will be merged into PBI_Users and will become obsolete.  

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

1. 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. 
2. Create a CSV in the following format:   Groupname, Username
   1. Example: 

      1. Groupname,Username

         PBI_users,sottosanti

         Pbi_Users_Pro,sottosanti

         PBI_Users_Secure,sottosanti

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.

To View this has been successful and to see who currently has a Pro License, you can see all currently licensed users by navigating to the Azure AD group (May require access)

• https://portal.azure.com/#blade/Microsoft_AAD_IAM/GroupDetailsMenuBlade/Members/groupId/97b3c19e-0a9c-45b0-8a79-4badb33d5699

Here is a list of potential users who may need licenses in the future: