Microsoft Copilot $21 now $18/user/month + 1 month free

March 25, 2020

Managing SSRS Security Roles in Dynamics GP

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 “Domainusername 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 “Domainusername 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.

 

 

 

 

 

 

 

 

Share On: 

Other articles

Microsoft’s Built-In AI Explained: What You Get for $18/User

Clayton Jones

|

January 13, 2026
Upcoming Lunch & Learn — See Copilot in Action in Microsoft 365 AppsJoin us for a 30-minute Lunch & Learn on January 22, where we’ll walk through how Microsoft 365…

From Frustration to Future-Ready: What Growing Distributors Need to Know About Their Systems

Jennifer Ryan

|

January 8, 2026
I spent years on the other side of the table — inside distribution businesses, closing books at midnight, trying to reconcile inventory that never quite matched, and juggling spreadsheets that…

How Miron Violetglass Scaled 40% Without Adding Headcount

Jennifer Ryan

|

January 6, 2026
Every distributor reaches a point where growth exposes the cracks: too many spreadsheets, too much manual work, and not enough visibility. Miron Violetglass hit that moment and what happened next…

Why Distribution Hand-Offs Break (and How Connected Operations Fix Them)

Jennifer Ryan

|

December 18, 2025
Inside distribution companies, most problems don’t come from bad people or broken intentions. They come from gaps in the hand-offs between teams.As a Controller, I used to think our issues…

Unlocking Insights: Power BI Integration with Dynamics 365 Business Central

Joel Trinidad

|

December 16, 2025
As businesses increasingly rely on data to drive decisions, Microsoft continues to enhance the synergy between Dynamics 365 Business Central (BC) and Power BI. With the release of Business Central Version 26, users now…

The Spreadsheet Trap in Distribution: Why You Lose Control Without Realizing It

Jennifer Ryan

|

December 11, 2025
Let me start with a confession: I love a good spreadsheet. They’re flexible. Fast. Familiar. Elegant.But here’s the problem no one talks about: Spreadsheets eventually become the system. And that’s…