Manage your workspace in Power BI and Office 365

As creator or admin of a workspace in Power BI or in Office 365, you manage some aspects of the workspace in Power BI. Other aspects you manage in Office 365.

Note

The new workspace experience changes the relationship between Power BI workspaces and Office 365 groups. You aren't automatically be creating an Office 365 group every time you create one of the new workspaces. Read about creating the new workspaces.

In Power BI you can:

  • Add or remove workspace members, including making a workspace member an admin.
  • Edit the workspace name.
  • Delete the workspace.

In Office 365 you can:

  • Add or remove your workspace's group members, including making a member an owner.
  • Edit the group name, image, description, and other settings.
  • See the group email address.
  • Delete the group.

You need a Power BI Pro license to be an admin or member of a workspace. Your app users need a Power BI Pro license, too, unless your workspace is in a Power BI Premium capacity. Read What is Power BI Premium? for details.

Edit your workspace in Power BI

  1. In the Power BI service, select the arrow next to Workspaces > select More options (...) next to your workspace name > Edit this workspace.

    Edit workspaces in Power BI

    Note

    You only see Edit this workspace if you’re a workspace admin.

  2. Here you can rename the workspace, add or remove members, or delete the workspace.

    Edit workspace dialog box

  3. Select Save or Cancel.

Edit Power BI workspace properties in Office 365

You can also edit aspects of a workspace directly in Outlook for Office 365.

Edit the members of the workspace group

  1. In the Power BI service, select the arrow next to Workspaces > select More options (...) next to your workspace name > Members.

    Edit workspaces in Power BI

    This opens the Outlook for Office 365 group view of your workspace. You may need to sign in to your corporate account.

  2. Select the role next to a teammate's name to make the person a Member or an Owner. Select the X to remove the person from the group.

    Edit a group in Office 365

Add an image and set other workspace properties

When you distribute your app from the workspace, the image you add here is the image for your app. See Add an image to your Office 365 workspace in the Create the new workspaces article.

  1. In the Outlook for Office 365 view of your workspace, go to the About tab and select Edit.

    Edit group icon

  2. You can edit the name, description, and language for group-related notifications. You can also add an image, and set other properties here.

    Edit group dialog box

  3. Select Save or Discard.

Next steps