Getting started

Register

Go to portal.powerbiagent.nl and click Get started.
Enter your email address and choose a password, or sign in with your existing account.
Verify your email address via the confirmation email you receive.

Create an organization

After logging in for the first time, you will be asked to create an organization. An organization is the workspace where you and your team members collaborate.

Choose a name for your organization (for example, your company name).
You are automatically the owner of the organization.

Roles

There are two roles within an organization:

	Owner	Member
Query Power BI data via Claude or Copilot	Yes	Yes
Connect Power BI account	Yes	Yes
Connect Claude or Copilot	Yes	Yes
Add and configure datasets	Yes	No
Assign users to datasets	Yes	No
Manage skills	Yes	No
Invite users	Yes	No
Manage subscription and billing	Yes	No
View usage	Yes	No

The owner sets up the organization. Members can then immediately start querying data.

Accept an invitation (for members)

If you have been invited to an organization:

Open the invitation link in the email you received.
Create an account if you don't have one yet (or sign in).
The invitation is automatically accepted and you are immediately a member of the organization.

Next steps

Are you an owner? Go to Set up your organization to configure datasets, users, and skills.
Are you a member? Go to Connect Power BI to connect your Power BI account, then to Connect Claude or Copilot.