Set up your organizationInvite users
Invite users
Invite team members, assign roles, and manage dataset access.
As the owner, you invite colleagues and decide who has access to which datasets.
Invite a user
- Go to Organization > Users.
- Click Invite user and enter the email address.
- 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.
- Go to Organization > Datasets.
- Click the menu on a dataset and choose Users.
- Check the users who should have access.
- 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 | Yes | Yes |
| Connect Power BI account | Yes | Yes |
| Connect Claude | Yes | Yes |
| 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
- Go to Organization > Users.
- 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.