Best practices for implementing row level security using effective identity

Hi sri_palagummi, 

We’ve implemented row-level security (RLS) using effective identity for our embedded reports too. Basically, instead of managing roles directly in the database, we pass the user’s identity (like email or customer ID) through the access token when they log in to our portal. This way, Power BI knows exactly which data each user should see.

A few best practices we follow:

• Always make sure the RLS roles are defined and tested in Power BI Desktop before publishing.

• Use test accounts to verify that each customer only sees their own data.

• Keep a “default or restricted” view for any unidentified users, so even if something breaks, no data is overexposed.
  
  

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