Adding Members to a Workspace

How a workspace owner invites teammates and assigns roles.

In Mosaic, workspaces are owned and managed by their creators. The owner of a shared workspace adds members one at a time by email, and assigns each one a role.

Who can add members

Only the workspace Owner can invite new members or change roles. Editors and Viewers cannot.

A workspace can have more than one owner. Owners can promote an existing Editor to Owner if you want a co-pilot.

Steps

1

Open the workspace

From the sidebar, switch to the workspace you want to add a member to. You must be the Owner.

2

Open Workspace settings → Members

The settings entry sits next to the workspace name in the sidebar.

3

Add a member by email

Click Add member. Enter the teammate's work email address. Pick the role:

• Editor - full create / edit / run / embed / DAX

• Viewer - read-only

Click Add.

4

They see the workspace on next sign-in

The member opens Mosaic and sees the shared workspace in their sidebar. If they haven't signed in to Mosaic before, their account is provisioned automatically by Microsoft Entra.

Members must belong to your Microsoft 365 tenant. Mosaic does not currently support external (guest / B2B) collaboration. Invitees who don't have a Microsoft Entra account in your tenant cannot sign in.

Changing a member's role

Open Workspace settings → Members, find the member, click the role dropdown next to their name, and pick a different role. Changes take effect immediately.

Removing a member

In Workspace settings → Members, click the kebab (⋮) next to the member and choose Remove. They lose access to the workspace immediately. Their personal workspace and other workspaces they belong to are not affected.

Removing a member is a Mosaic-side action only. It does not change anything in Microsoft Entra ID or in Power BI. If you also want to revoke their Power BI access, that's a separate step in Power BI itself.

What's next

• Workspace Roles — what each role can do, in detail