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1.5 Who is in my Site Work Group and Why?

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Steps in the screenshots correspond to the numbers in the headings.

Your site work group in Power BI is an Office 365 Group that is set up and managed by System Administrators.  Site personnel should NOT adjust members of the work group.

Please DO NOT add or delete people from the group on your own.  Follow the process outlined below if you need to request changes to the group.

1. Go to app.powerbi.com

2. Load your site group in the workspace.

Professional License

3. If you have a professional license, you can use the three vertical dots to get to the Members section.  If not, skip to #5.

4. From the drop-down menu, click on Workplace access. A panel on the left slides out.

Do not add or delete members.  If you need changes made to the group, please contact FMS System Support.

You cannot be in a report at this time or you will not see the proper menu.

Consumer License

5. If you have a consumer license, you will have to access the group through SharePoint.  Click on the Office 365 Logo.

6. Click on SharePoint from the list of apps.

It is critical that you do not edit any of the owner statuses.  Many of these people are the support personnel who do troubleshooting when problems arise.  Please enter a ticket with the Help Desk or contact FMS System Support  if you need changes made.

7. In the Search field, enter the beginning of the group name.  It should start with Site.  Click the magnifying glass or hit Enter to load.

10. The members and their status will be shown in the drop-down.

A video on this topic can be found by clicking the following link:

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