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Anonymous
Not applicable

Enable user to switch between multiple RLS roles

Hi team,

 

I have created a report with roles as Manager & User with username() function.  It works perfectly.

 

I have a question as below.

How to allow the user switch between these roles? I mean where can a manager see that these roles are available for him?

1 ACCEPTED SOLUTION

Exactly. What you see in the screenshot is the "View As" feature.

This allows you as an admin to see the report as someone with a specific role to find errors and make sure the roles work like they should.

A normal user cannot view as a different role as this is a security feature.

 

You can however assign multiple roles to user, the access is then combined from these roles.

The roles can also be tested in Power BI Desktop:

4.png

 

If you need any help please let me know.
If I answered your question I would be happy if you could mark my post as a solution ✔️ and give it a thumbs up 👍

Best regards
Denis

Blog: WhatTheFact.bi

View solution in original post

4 REPLIES 4
selimovd
Super User
Super User

Hello @Anonymous ,

 

roles are created as a security feature to limit the data a user can consume.

So there is no feature to switch between roles. 

 

If it's about to test them you can test the roles in Power BI Desktop with the "View as" feature.

If it's not about security you could realize different scenarios with bookmarks or slicers.

Also an admin can always switch roles, but he would have full access to the whole report.

 

If you need any help please let me know.
If I answered your question I would be happy if you could mark my post as a solution ✔️ and give it a thumbs up 👍

Best regards
Denis

Blog: WhatTheFact.bi

Anonymous
Not applicable

@selimovd  Thanks for the quick response.

 

Just to make sure that my understanding is correct from your response... a user part of two roles will not be able to switch the roles like an owner of report or an admin can do like the below image?

 

LPD280388_0-1615812117980.png

 

Exactly. What you see in the screenshot is the "View As" feature.

This allows you as an admin to see the report as someone with a specific role to find errors and make sure the roles work like they should.

A normal user cannot view as a different role as this is a security feature.

 

You can however assign multiple roles to user, the access is then combined from these roles.

The roles can also be tested in Power BI Desktop:

4.png

 

If you need any help please let me know.
If I answered your question I would be happy if you could mark my post as a solution ✔️ and give it a thumbs up 👍

Best regards
Denis

Blog: WhatTheFact.bi

Anonymous
Not applicable

@selimovd  Ok I understand. Thanks for information.

 

Is there any other idea how i can achieve the similar. 

 

 

All I'm trying to do is : when a user/manager logs into the powerbi report, he should first see the page where only his own profile/data is presented, and when clicked on a link or a bookmark, he will be taken to his direct reportees? 

I was trying to use the "view as" option instead of a link or bookmark.

 

below is how my dax looks like for  manager role, and for the user its just [Email - Work] = username()

LPD280388_0-1615813249563.png

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