Once you've installed and configured ActiveReports Server, you can begin adding people to use it. Each person has a user account that belongs to a role. We'll start by setting up roles for our people. If you aren't already signed in, sign into ActiveReports Server using an admin account. We will create the following three roles, and set permissions for each role:
- Sales
- Product Managers
- Human Resources
Role Setup Screen
From the Security section of the menu to the left, click Roles to display the Roles screen. Click Create role to create a new role. The Create new role dialog appears. 
Creating a Sales Role
In the Create new role dialog, set the following values and click Create.
Setting
Value
Role Name
Sales
Allow role to upload reports
on
Allow role to schedule reports
on
Allow role to assign system categories
on
Notes:
- The Allow role to upload reports setting lets all users in that role view reports and upload reports to the server from the designer.
- The Allow role to schedule reports setting lets users set up automatic generation of reports at specified times.
- The Allow role to assign system categories setting lets users set or change system categories for reports. (This controls where the report appears in a folder hierarchy on the server.) For more information, see Report Categories in the User Guide.
Once you create the role, the Sales role is added to the list of roles as shown here. 
Creating More Roles
In the same way that you created the Sales role, create Product Managers and Human Resources roles using the following settings.
Setting
Value 1
Value 2
Role Name
Product Managers
Human Resources
Allow role to upload reports
on
on
Allow role to schedule reports
off
off
Allow role to assign system categories
off
on
The roles appear in the list of roles as shown here. 
Back to ActiveReports Server Quick Start Previous: Verifying Your Server Configuration | Next: Creating User Accounts
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