Set detailed, goal-level permissions

  • Article

Important

This content is archived and is not being updated. For the latest documentation, go to What's new in Power BI?. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Admins, makers, marketers, or analysts, automatically Nov 1, 2021 To be announced

Business value

Users need to be able to restrict who can see goals and who can do check-ins. For example, there may be goals that should only be seen by the leadership team, or goals that contain sensitive information that should only be seen by certain individuals. Goal permissions provide more flexibility for defining and enforcing access.

Feature details

Users can set granular permissions for goals. These permissions include:

  • View permissions: Who can see a goal
  • Check-in permissions: Who can do a check-in
  • More granular check-in permissions: Who can change the value, update the status, and add a note

Check-in permissions don't require edit permissions to the scorecard; therefore, users with check-in permissions for a goal don't also need a Power BI Pro license for scorecards in a Premium capacity workspace.

See also

Protect your scorecards with goal-level permissions preview (docs)