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moliveira
Frequent Visitor

Best practices for user Ownership when Publishing Report

Hi everyone,

 

I come to ask your feedback on the best practice in the user to be used for Publishing Reports.

To give a little context.

 

We have 4 people that build and publish reports at the company.

When they a report the processing of the data and the ownership of the report gets tied to their user.

 

Everytime someone is on vacation (or someone left the company) and there is problem with a report from that person someone else needs to take ownership and in a few scenarios that could mean give additional permissions to the data sources.

 

We thought about creating one user that is used by people who build reports and that way this problem would be solved but then we would another problem. Everytime someone leaves the company we need to reset the password and go through all the reports to add the new credentials.

 

I would really appreciate your feedback on what is your experience/opinion on this.

 

Thanks

1 ACCEPTED SOLUTION
Burningsuit
Resident Rockstar
Resident Rockstar

Hi @moliveira 

It sounds like you are publishing your reports to "My Workspace" and sharing them from there. Providing those users all have a Pro licence, the best thing to do is create a Workspace, and publish the reports to that.

Workspaces can have multiple Administrators, Members, Contributors and Viewers. If you set up a Workspace with multiple Admins, if one of the Admins leaves the organisation the other can still manage the content in the Workspace.

See the "Workspaces" section here :Basic concepts for designers in the Power BI service - Power BI | Microsoft Docs

Hope this helps

Stuart

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1 REPLY 1
Burningsuit
Resident Rockstar
Resident Rockstar

Hi @moliveira 

It sounds like you are publishing your reports to "My Workspace" and sharing them from there. Providing those users all have a Pro licence, the best thing to do is create a Workspace, and publish the reports to that.

Workspaces can have multiple Administrators, Members, Contributors and Viewers. If you set up a Workspace with multiple Admins, if one of the Admins leaves the organisation the other can still manage the content in the Workspace.

See the "Workspaces" section here :Basic concepts for designers in the Power BI service - Power BI | Microsoft Docs

Hope this helps

Stuart

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