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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. 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)


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

#UserTeamStatusUserid /Notes
1Anthony SchmidRegistrarEXPECTEDExpected for Student Reporting
2Ben PriceARIT
EXPECTED
Expected for ARIT Oversight
3James CantrumETS
EXPECTED
Expected for PPM/Smarthseet Data
4Sheetal GuptaETSREQUESTED

sheetalgupta@ucsb.edu

Requested by Yaheya - 6/24

5Sonika SehgalETSREQUESTED

ssehgal@ucsb.edu

Requested by Yaheya - 6/24

6Ravi ChauhanETSREQUESTED

raviindia19@ucsb.edu

Requested by Yaheya - 6/24

7Anna LinETSREQUESTED

anna.lin@ucsb.edu

Requested by Yaheya - 6/24

8Kevin WuETSREQUESTED

kevin.wu@ucsb.edu

Requested by Yaheya - 6/24

9Amit SaxenaETSREQUESTED

amitsaxena@ucsb.edu

Requested by Yaheya - 6/24



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