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. Create New Role dialog

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. Sales role added to list of roles

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. Roles page showing all of our newly added roles Back to ActiveReports Server Quick Start Previous: Verifying Your Server Configuration | Next: Creating User Accounts