Microsoft Dynamics GP | Managing SSRS Security Roles

Microsoft Dynamics GP | Managing SSRS Security Roles

Article by: Eduardo Haro – Business Analyst

When people use SSRS for their reporting needs, many times, we get requests on how to set up or manage security roles. We have put together this quick guide detailing the steps on how to edit the security role of either an entire folder or a single report.

Within SSRS, click the Site Settings icon located in the top right-hand corner of the page.

Navigate to the Security tab and click New Role Assignment.

Enter the Group Name or User name in the following format “Domain\username or group name.” Then, click, OK.

Navigate to the SSRS Report or SSRS Folder, which needs its security role changed.

Hover over the report with the cursor and click the yellow arrow to the right of the report name or if you would like to apply the same security settings for all reports within a folder, click the folder settings icon (skip to step 7 if changing the security role for the entire folder).

Click Manage.

Navigate to the Security tab and click Edit Item Security.

Click OK.

Enter the Group Name or User name in the following format “Domain\username or group name” of who/whom should be granted access. Also, make sure to select the desired security role from the option set below. Then, click, OK.