How to share the CloudMonitor Power BI App with teams in your organization

Step 1

First, let’s start by giving members access to your CloudMonitor Power BI App.

Step 2

In Power BI click on “Workspaces” on the left menu to open your CloudMonitor workspace.

Step 3

Click on the the workspace where your recently installed CloudMonitor Power BI app exists.

Step 4

Click “Access”

Step 5

Enter the email address of the person you would like to share your Power BI App to.

Step 6

Choose “Viewer” from the dropdown box.

Step 7

Click “Add”

Step 8

Add all the members you want to want to give access to your CloudMonitor Power BI App.

You can add as many as you like. In this example I added 2 new members.

Step 9

Click “Close”

Step 10

Next is to choose which Cost Groups these new members can have access to. There are 3 types of access.

Full Access: Members added to this role will see the entire cost for all cost groups.

Cost Group Access: Members added to this role will only see the cost group where they have access to. This can be configured in the Admin App. Admin App link is available on the lower left of CloudMonitor main page.

Microsoft 365 Administrator: Members added to this role will have access to Microsoft 365 reports, which contain details about the Microsoft 365 tenant, including license spend, mailbox usage, user activity, group activity, and more.

Step 11

On your CloudMonitor Dataset, click on the 3 dots to show more options.

Step 12

Click “Security”

Step 13

In the “Full Access” tab choose the member you want to give Full Access to.

Step 14

Click “Add” to add that member.

Step 15

Click “Save”

Step 16

Click “CloudMonitor: Specific Cost Groups”

Step 17

In the “Cost Group Access” tab choose the member you want to give Cost Group Access to.

Step 18

Click “Add” to add that member.

Step 19

Click “Save”

Step 20

Click “CloudMonitor: Microsoft 365 Administrator”

Step 21

In the “Microsoft 365 Administrator” tab choose the member you want to give Microsoft 365 Access to.

Step 22

Click “Add”

Step 23

Click “Save”

Step 24

Click this link to go back to your CloudMonitor Power BI App workspace.

Step 25

At this point these new members now have access to your CloudMonitor Power BI App.

Members with Full Access can see all cost groups, while those with Cost Group Access will not be able to see any other cost groups. Only M365 Administrators will be able to view the M365 reports.

You will need to use your CloudMonitor Admin App to configure the Cost Groups these new user can see.

Step 26

Click “Open CloudMonitor Admin App” in your CloudMonitor Power BI App.

Step 27

Click “Sign In With Azure”

Step 28

You must first assign a user license to the new user.

Step 29

Once logged in to the Admin App click on this button on the top right.

Step 30

Click “Manage User Access”

Step 31

Click “Assign User License”

Step 32

Type in the email address of your new user.

Step 33

Click “Assign”

Step 34

Click “Yes”

Step 35

After successfully assigning a User License to your new user you have to select the Cost Groups you want your new user to be able to access.

Step 36

Click “Cost Groups”

Step 37

Select the Cost Group you want your new user to be able to access.

Step 38

Click “Members” tab.

Step 39

Click “Add Members”

Step 40

Search for the email address of your new user.

Step 41

Select “Report Cost Group Viewer”

Step 42

Click this checkbox.

Step 43

Click “Add Selected”

Step 44

Head back to the workspace of your CloudMonitor Power Bi App and click the “refresh” icon next to your CloudMonitor Dataset. This will take a few minutes to complete.

Step 45

Your new user will now be able to see any data that belongs to the Cost Group you selected and you can now share your CloudMonitor Power BI App to your new user.