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Linking roles to report groups - Reporting Services Integration

Menu path

System à Setup à Reporting Services Integration à Management 

Introduction

At this screen, you can link roles to report groups or modify existing ones. This way, you can set the default security for reports in the report group. If no roles have been linked to a report group, by default, all reports in the report group will be visible and available to every user. If a report group has a role linked to it, for example, the role HR on level Division, then every user with the role HR on a division level and higher will by default, be able to see and access the reports in the report group. The default security of a specific report can still be changed. For more information, see Creating and Modifying Reports - Reporting Services Integration.

Roles & rights

By default, users with the Administrator role can link roles to reports. Users with the Report manager role can also link roles to reports.

1. For more details on function rights, go to System à Setup à Security à Function rights.

2. For more details on roles, go to System à Setup à Security à Roles.

What version are you using?

The information in this document is based on product update 246.

How do I link a role to a report group?

1. On Reporting Services Integration: Management page, select a report group.

2. Select the tab Roles, and then click New.

3. Select the role to link to the report group.

4. Click Save. 

How do I modify existing roles linked to a report group?

1. On Reporting Services Integration: Management page, select a report group.

2. Select the tab Roles, and then click the hyperlink in the Role column to maintain the role.

Keep in mind:

Linking specific roles to reports can only be done if the check box Inherit roles from the report group is not selected, see Creating and Modifying Reports.

Buttons

Save

Click this to save the role linked to the report group.

Save + New

Click this to save the role linked to the report group and create another role to link to the report group.

Note: This is available only if you are linking a new role to the report group.

Delete

Click this to delete the role linked to the report group.

Note: This is available only if you are modifying an existing role linked to the report group.

Close

Click this to exit.

Fields

Report group

This displays the name of the report group.

Role

Select the role to link to the report group.

Level

Select the level of the role linked to the report group.

Related documents

 

 

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 21.033.260
 Assortment:  Date: 18-11-2013
 Release: 244  Attachment:
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