Manage Workspace external user

[quickbi]

I want to administer a workspace in a client’s account. They have given me access and I can switch to their tenant in my account, but I can’t manage their semantic model. When I click on Settings nothing opens, and of course, if I try to refresh, I get an error because I can’t manage the credentials.
Many thanks.

[Shahid12523]

You can’t manage their dataset or refresh it because, as a guest in their tenant, your permissions are limited. You can view and edit reports, but credentials and dataset management require a user in their tenant. They must either handle refresh/credentials themselves or give you full tenant access (not just guest).

[quickbi]

Hi @Shahid12523 
Just One more question you said: " give you full tenant access (not just guest)" , how? with a user inside the organization?
Thanks

[Shahid12523 · Accepted solution]

To give me full access, your admin would need to create a user account for me inside your organization—using your domain (e.g., xyz@yourcompany.com). That way, I’d be treated as an internal member, not a guest, and could manage datasets, credentials, and refresh settings directly.

[rohit1991]

Hi @quickbi 

As a guest user (external/B2B) in a client’s Power BI tenant, you can access their workspace, but you cannot administer datasets or manage credentials. Dataset settings (like data source credentials and refresh) can only be managed by users who are part of the client’s tenant.

If you need to manage the semantic model, the client will need to either:

• Manage the dataset and credentials themselves, or

• Provide you with a full user account and license in their tenant (not just guest access), so you can take admin control of the workspace and semantic model.