As the owner, you invite colleagues and decide who has access to which datasets.

Invite a user

1. Go to Organization > Users.
2. Click Invite user and enter the email address.
3. Your colleague receives an invitation email. After accepting, they are immediately a member of the organization.

Each member counts as a user within your subscription. See Set up subscription for limits per plan.

Assign dataset access

After inviting, assign which datasets a user may query. Users only see their own datasets.

1. Go to Organization > Datasets.
2. Click the menu on a dataset and choose Users.
3. Check the users who should have access.
4. Click Save.

The user must also have a connected Power BI account with access to the dataset.

Roles

	Owner	Member
Query Power BI data via Claude, Copilot or Chat	Yes	Yes
Connect Power BI account	Yes	Yes
Connect Claude or Copilot	Yes	Yes
Set up the Copilot connector (with a Microsoft 365 admin)	Yes	No
Add and configure datasets	Yes	No
Invite and manage users	Yes	No
Manage skills	Yes	No
Manage subscription and billing	Yes	No
View usage	Yes	No

Remove a user

1. Go to Organization > Users.
2. Click the menu next to the user and choose Remove.

The user immediately loses access. The freed seat is available for a new invitation.

Next step

Go to Set up subscription for an overview of your plan and user limits.