Role of external agent

[giuliapiazza94]

Hi guys,

I have to do a report that I want to give an agent. 

This agent can see only his data (his sales, his orders, etc).

I've published the report on Power BI web with a license PRO and I want to share it with him.

Do I need to use this? I don't know how write dax query to limite his email address (he must have an account with license PRO, right?)

Can you help me, please?

Thank you all 😊

[v-eqin-msft]

Hi @giuliapiazza94 ,

If you want to restrict data access for many users, please use username() or userprincipalname() to configure RLS to enable dynamic data security. 

For example, please create roles-->select a table that has Account field-->write the DAX syntax as shown below. After publishing,  go to Power BI service , select the dateset--> More options, select Security-->Manage roles 

[Account]=username()

Here is a blog talking about how to set  Dynamic Row Level Security (Dynamic RLS)

Best Regards,
Eyelyn Qin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[ValtteriN · Accepted solution]

Hi,

You can create filter rules by pressing the "..." next to tables. Here is an RLS example, but I do recommend checking this documentation (it is quite good): 

https://docs.microsoft.com/en-us/power-bi/admin/service-admin-rls
Example data:

Rule:
[Email] = "John.Doe@email.com"


By pressing view as I can check if this works:

To add users to a group check the documentation I linked.

I hope this post helps to solve your issue and if it does consider accepting it as a solution and giving the post a thumbs up!