> For the complete documentation index, see [llms.txt](https://docs.powerembedded.com.br/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.powerembedded.com.br/en/administration-portal/first-access.md).

# First Access

Initial Setup Tips for a Great Experience with Power Embedded

{% hint style="info" %}
To personalize the **portal URL** and use your **own domain**, go to [**DNS Configuration**](/en/administration-portal/dns-configuration.md).
{% endhint %}

{% hint style="warning" %}
For the **automatic billing system** to generate charges on the desired due dates, send them to the correct list of people, or include a **purchase order number**, go to [**Billing Settings**](https://admin.powerembedded.com.br/Organization/BillingSettings/).
{% endhint %}

### User Creation

The **first step** to using **Power Embedded** is to configure users who will **administer the platform** and those who will **only view reports**.

[**Click here**](https://admin.powerembedded.com.br/Users) to access this screen.

After creating users, remember to Define user **permissions,** Assign them to **groups,** Specify **which reports** they can access.

{% hint style="info" %}
For more details on user **creation and management**, visit the [**User Management**](/en/administration-portal/users.md) page.
{% endhint %}

Ways to Create Users:

* **Manually**: Fill out the registration form fields.
* **CSV Import**: Upload a user list from a CSV file.
* **Entra ID (Azure AD) Import**: Import users directly from **Azure AD**.
* **API Integration**: Use an API to connect with any system or programming language.

<div data-full-width="false"><figure><img src="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-01f590c5fdacb89fe6c4126e45985b584e98906f%2F2024-10-15%2005%2026%2034.png?alt=media" alt=""><figcaption><p>Initial user registration screen</p></figcaption></figure></div>

### Group Creation

Groups in **Power Embedded** help manage and govern users by **grouping them** for easier **permissions, RLS, and report access management**.

[**Click here**](https://admin.powerembedded.com.br/Groups) to access this screen.

{% hint style="info" %}
For more details on **group creation and management**, visit the [**Group Management**](/en/administration-portal/groups.md) page.
{% endhint %}

Ways to Create Groups:

* **Manually**: Fill out the form fields.
* **CSV Import**: Upload groups from a CSV file.
* **Entra ID (Azure AD) Import**: Import groups (and optionally, their users).
* **Entra ID (Azure AD) Sync**: Sync groups with Azure AD to **automatically create/delete users** in Power Embedded based on Entra ID changes.

<figure><img src="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-bd82c2987125fe05310dfebf3da66c0037e30c50%2FGerenciamento%20de%20grupos.png?alt=media" alt=""><figcaption><p>Initial group registration screen</p></figcaption></figure>

### Report Import

A crucial step to making the portal functional is **importing reports**.

[**Click here**](https://admin.powerembedded.com.br/Reports) to access this screen.

#### Import Options

There are three types of report imports:

1. **Power BI Report**: Import existing reports from **Power BI**.
2. **Web Report**: Import reports from **online sources** like **Google Data Studio, OneDrive, Tableau**, and **Power BI Workspaces**.
3. **Power BI File**: Publish **PBIX files** directly to Power BI without needing **Power BI Desktop**.

#### Power BI Report Import

View **all workspaces** where **Power Embedded** has admin access.

<figure><img src="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-54c2e5f257c0089550707e0f9e01834112438039%2Fselecionar-workspace.png?alt=media" alt=""><figcaption></figcaption></figure>

Import reports **individually** or **all at once**.

<figure><img src="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-f31374a3f499b6978a5b09e8a0c0faa7dd54928a%2Fselecionar-relatorio2-1024x185.png?alt=media" alt=""><figcaption></figcaption></figure>

#### Web Report Import

In **Power Embedded**, you can embed **web reports** or documents stored in **SharePoint, OneDrive**, and other sources. For example, if you have a **dashboard in Google Data Studio** and need to view it here, simply insert the **link**, and it will be automatically recognized as an **external report** in the portal.

![](https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-07093ffdc4d3c50194bfbacf80ad58708c3390c1%2Freport-web-2-e1719346288446.png?alt=media)

If embedding is restricted, use the **"Open in a New Tab"** option for seamless integration.

#### Power BI File Import

You can also publish Power BI reports that are locally on your computers to workspaces in the Power BI service, giving your users greater freedom and autonomy.

![](https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-72a3e9bfa751b7d6ad63e3fc85c7732bb78f2e23%2FArquivo-Power-BI.png?alt=media)

{% hint style="info" %}
Learn more about this feature on the [**Publishing Reports to Power BI via Power Embedded**](/en/administration-portal/reports/publish-report-to-power-bi.md) page.
{% endhint %}

### Portal Customization

Power Embedded is a **fully customizable white-label system**. This is where you **personalize the user experience** with your **company’s branding**.

{% hint style="info" %}
For more details, visit the [**Settings** ](/en/administration-portal/settings.md)page.
{% endhint %}

**“Visualization Portal” Tab**: Set portal **colors and images**.

<figure><img src="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-cf773db52ef56ce661b616435e5540260ea4caa7%2Fportal-de-visualizacao.png?alt=media" alt=""><figcaption></figcaption></figure>

**Login Screen Tab**: Customize the **login screen’s colors and images**.

<figure><img src="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-e5d332ceb5955412c05bbdea7ca742ed0edcb502%2FTela%20de%20login.png?alt=media" alt=""><figcaption></figcaption></figure>

You can also customize the authentication methods supported by the platform and configure other login screen customizations.

<figure><img src="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-357b3f33b55bab9ee81a2b28e53349c1cd33eb90%2FPersonaliza%C3%A7%C3%A3o%20do%20m%C3%A9todo%20de%20autentica%C3%A7%C3%A3o.png?alt=media" alt=""><figcaption></figcaption></figure>

If you block any authentication method, no user will be able to authenticate using that login method and it will not be shown on the login screen.

If this authentication method is enabled, it will be shown on the login screen, but you can block it at the user level so that that specific user cannot use this authentication method.

### Main Documentation

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>What is Power Embedded</strong></td><td>A summary of this product</td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-53f058d1456763a568987da3754b3aa6256a20da%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(32).png?alt=media">Power Embedded - Ícone da Documentação (32).png</a></td><td></td><td><a href="/en/readme/what-is-power-embedded.md">What is Power Embedded</a></td></tr><tr><td><strong>Frequently Asked Questions</strong></td><td>And their answers</td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-2fa155262fc77cfbde19310801211f08faf3fd02%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(33).png?alt=media">Power Embedded - Ícone da Documentação (33).png</a></td><td></td><td><a href="/en/faq.md">Frequently asked questions</a></td></tr><tr><td><strong>Price Calculator</strong></td><td>How much does this product cost</td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-035680b96c7db37da8245deb278aed79776da2d3%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(29).png?alt=media">Power Embedded - Ícone da Documentação (29).png</a></td><td></td><td><a href="https://powerembedded.com.br/calculator">https://powerembedded.com.br/calculator</a></td></tr><tr><td><strong>Administration</strong> Portal</td><td>How to manage the portal</td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-ef4b32463859cbb59e8026e1731a2ece520acf41%2FDesign%20sem%20nome%20(42).png?alt=media">Design sem nome (42).png</a></td><td></td><td><a href="/en/administration-portal/overview.md">Overview</a></td></tr><tr><td><strong>Reports Portal</strong></td><td>The user experience</td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-db5d2fc508bdc4702132663c5b2f637f48169467%2FDesign%20sem%20nome%20(43)%20(1).png?alt=media">Design sem nome (43) (1).png</a></td><td></td><td><a href="/en/reports-portal/visualization-portal.md">Visualization portal</a></td></tr><tr><td><strong>Row-Level Security (RLS)</strong></td><td>See how to configure this</td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-bdda4c818206ff6ed81a3f63eee15a78e4cd18f2%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(36).png?alt=media">Power Embedded - Ícone da Documentação (36).png</a></td><td></td><td><a href="/en/administration-portal/reports/security-rls.md">Security (RLS)</a></td></tr><tr><td><strong>Report Folders</strong></td><td>Organize your reports in folders</td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-fceda9e172f3cf9fa9ce7a81ae7364d5faa80c38%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(34).png?alt=media">Power Embedded - Ícone da Documentação (34).png</a></td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/pastas.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/pastas.md</a></td></tr><tr><td><strong>Support Tickets</strong></td><td>Open and view your tickets</td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-8281cb8217b91b87285d65427200a230b8ca4db6%2FDesign%20sem%20nome%20(43).png?alt=media">Design sem nome (43).png</a></td><td></td><td><a href="https://admin.powerembedded.com.br/Support">https://admin.powerembedded.com.br/Support</a></td></tr><tr><td><strong>Support Meeting</strong></td><td>Need quick help?</td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-cd1cd711eb36ead1333f1634c3146f0118ed02fc%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(15).png?alt=media">Power Embedded - Ícone da Documentação (15).png</a></td><td></td><td><a href="https://powerembedded.com.br/reuniao-suporte">https://powerembedded.com.br/reuniao-suporte</a></td></tr></tbody></table>

### Getting the Most Out of Power Embedded

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td><strong>Power Pilot</strong></td><td>How to use Generative AI</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/power-pilot-ia/README.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/power-pilot-ia/README.md</a></td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-57a997e7415068f6c34d9bd36bbc05930ede0da5%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(37).png?alt=media">Power Embedded - Ícone da Documentação (37).png</a></td></tr><tr><td><strong>Power Pilot on WhatsApp</strong></td><td>Your data through WhatsApp</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/power-pilot-ia/ia-no-whatsapp.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/power-pilot-ia/ia-no-whatsapp.md</a></td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-3a05600c38b1afbeec0ba827c89d2a6ea435fee7%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(38).png?alt=media">Power Embedded - Ícone da Documentação (38).png</a></td></tr><tr><td><strong>Entra ID Synchronization</strong></td><td>Add and remove users automatically</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/groups/sincronizar-com-entra-id.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/groups/sincronizar-com-entra-id.md</a></td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-96556b5c74cd1a9bcace8f2de1765df544f4d300%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(39).png?alt=media">Power Embedded - Ícone da Documentação (39).png</a></td></tr><tr><td><strong>Mobile App (PWA)</strong></td><td>How to use the mobile app</td><td></td><td><a href="/en/reports-portal/mobile-application-pwa.md">Mobile Application (PWA)</a></td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-a9a8a90d2e453986fbc068575861ffa012a35de3%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(6).png?alt=media">Power Embedded - Ícone da Documentação (6).png</a></td></tr><tr><td><strong>API Automations</strong></td><td>How to use the system API</td><td></td><td><a href="/en/technical-documentation/api/api-automations.md">API automations</a></td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-57f9b742138cc174efe2a6d00ef28ed465bc0a50%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(19).png?alt=media">Power Embedded - Ícone da Documentação (19).png</a></td></tr><tr><td><strong>Reports in Your System</strong></td><td>How to display reports in third-party apps</td><td></td><td><a href="/en/technical-documentation/api/show-report-on-your-system.md">Show report on your system</a></td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-b7b55aded7bca98ec5b57a619f09a8e040e7d849%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(40).png?alt=media">Power Embedded - Ícone da Documentação (40).png</a></td></tr><tr><td><strong>Applications</strong></td><td>TV Mode, Multiple reports, and much more</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/aplicativos.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/aplicativos.md</a></td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-f8fa0b75a7b2456856083a5c8c98e7caf5e0d5b8%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(41).png?alt=media">Power Embedded - Ícone da Documentação (41).png</a></td></tr><tr><td><strong>System Firewall</strong></td><td>Block external access</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/auditorias/firewall.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/auditorias/firewall.md</a></td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-6e099f30f902c0d0c679a5f955ce03e361199117%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(21).png?alt=media">Power Embedded - Ícone da Documentação (21).png</a></td></tr><tr><td><strong>Report Editing/Creation</strong></td><td>Manage report Self-service BI</td><td></td><td><a href="/en/administration-portal/settings/parameters/edit-and-creation-mode.md">Edit and Creation Mode</a></td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-d24665c20a0aa228a54bbe681ce7e857e3033fe5%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(10).png?alt=media">Power Embedded - Ícone da Documentação (10).png</a></td></tr><tr><td><strong>Dynamic Models</strong></td><td>What it is and how to use it</td><td></td><td><a href="/en/administration-portal/reports/dynamic-models.md">Dynamic models</a></td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-de36b4c277d7bd0d5af4b1a6d91214c1961a7e79%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(12).png?alt=media">Power Embedded - Ícone da Documentação (12).png</a></td></tr><tr><td><strong>Audits</strong></td><td>Learn about all system audits</td><td></td><td><a href="/en/administration-portal/audits.md">Audits</a></td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-9fe3939bbe6fb5005e559d37244b2101caef6d84%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(42).png?alt=media">Power Embedded - Ícone da Documentação (42).png</a></td></tr><tr><td><strong>Capacity Optimization</strong></td><td>Reduce capacity costs</td><td></td><td><a href="https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/artefatos/capacidades/otimizacao-de-custos.md">https://github.com/dirceuresende/docs-power-embedded-english/blob/main/administration-portal/artefatos/capacidades/otimizacao-de-custos.md</a></td><td><a href="https://2731617315-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdK3JKuIebMeMb9nnUas8%2Fuploads%2Fgit-blob-bfe435c8a7c89ccae8c5fb5d4f506a26b40f5687%2FPower%20Embedded%20-%20%C3%8Dcone%20da%20Documenta%C3%A7%C3%A3o%20(8).png?alt=media">Power Embedded - Ícone da Documentação (8).png</a></td></tr></tbody></table>