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Clio Operate Power BI Service Account

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Clio Operate will interact with Power BI as a Power BI Pro licensed user. This provides the account permission to publish reports, datasets and allocate gateways.

Create an O365 service account

In O365 Admin, create a new user account.

Allocate a Power BI Pro license to this account. If you do not have any licenses available, then you will need to purchase one.

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