#Configure Automated Escalation Profiles for Power BI Workspaces

Automated escalation profiles for Power BI workspaces can enable an automated escalation process when the Power BI workspace management task is not completed within the specified time.

To access Automated escalation profiles, click the Automated escalation profiles card on the Profiles & templates page.

To define automated escalation profiles for Power BI workspaces, click Create > Automated escalation profile for Power BI workspace on the ribbon to open the Create escalation profile for Power BI workspace panel and configure the following settings:

1. Profile name – Enter a name for the automated escalation profile for Power BI workspaces.

2. Description – Enter a description for the automated escalation profile for Power BI workspaces.

3. Stage one – Configure how to manage a Power BI workspace when the workspace management task is not completed within the specified time. Choose one of the following two escalation actions from the drop-down list as the first stage escalation:

   • Restrict access to the workspace – With the option selected, enter a number in the text box and select Days, Weeks, Months, Years as the unit of time. If a workspace management task has not been completed and has been overdue for your specified time, access to the workspace will be restricted.

     • Select a Power BI workspace limit access profile to determine how workspace membership is managed when access to the workspace is restricted.

     • You can choose to Send a reminder email to the task assignees before the escalation, and then select a reminder profile from the drop-down list.

     • You can choose to notify specific people when the escalation action is executed, and then specify users or groups (Microsoft 365 Groups, distribution groups, or mail-enabled security groups) as the email notification recipients. You can also enter $ to select from available user roles. Then, select an email template from the drop-down list, and the escalation notification email will be sent in your selected email template.

       NOTE

       The "$Object admin" role refers to the Power BI workspace admins. The "$Current task assignee" role refers to the assignees of the current confirm governance details, renewal, or contact election tasks.

   • Delete the Power BI workspace – With this option selected, enter a number in the text box and select Days, Weeks, Months, or Years as the unit of time. A delete Power BI workspace task will be generated if the workspace management task has not been completed and has been overdue for your specified time.

     • You can choose to Use an approval process for this automated action, and then select an approval process from the drop-down list.

     • You can choose to Send a reminder email to the task assignees before the escalation, and then select a reminder profile from the drop-down list.

     • You can choose to notify specific people when the escalation action is executed, and then specify users or groups (Microsoft 365 Groups, distribution groups, or mail-enabled security groups) as the email notification recipients. You can also enter $ to select from available user roles. Then, select an email template from the drop-down list, and the escalation notification email will be sent in your selected email template.

       NOTE

       The "$Object admin" role refers to the Power BI workspace admins. The "$Current task assignee" role refers to the assignees of the current confirm governance details, renewal, or contact election tasks.

   NOTE

   If you choose Restrict access to the workspace as the first stage escalation action, you can configure the second stage escalation.

4. Stage two – When you choose Restrict access to the workspace as the first stage escalation, you can choose to Delete the Power BI workspace as the second stage escalation, or not take any further action after the first stage configuration. If you choose to delete the Power BI workspace, configure the following settings:

   • Enter a number in the text box and select Days, Weeks, Months, or Years as the unit of time. A delete Power BI workspace task will be generated if the workspace management task has not been completed and has been overdue for your specified time.

     • You can choose to Use an approval process for this automated action, and then select an approval process from the drop-down list.

     • You can choose to Send a reminder email to the task assignees before the escalation, and then select a reminder profile from the drop-down list.

     • You can choose to notify specific people when the escalation action is executed, and then specify users or groups (Microsoft 365 Groups, distribution groups, or mail-enabled security groups) as the email notification recipients. You can also enter $ to select from available user roles. Then, select an email template from the drop-down list, and the escalation notification email will be sent in your selected email template.

       NOTE

       The "$Object admin" role refers to the Power BI workspace admins. The "$Current task assignee" role refers to the assignees of the current confirm governance details, renewal, or contact election tasks.

5. Click Save to save all your configurations.