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Create, delete, or modify a role (Management Studio)

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Reporting Services provides predefined roles that define levels of access to the report server. Each user or group who requires access to the report server, is assigned a role that defines the allowed tasks. Roles are defined for the report server as a whole. You must be consistent in how a role is defined and used throughout all areas of the report server.

To create, modify, or delete roles, you can use SQL Server Management Studio. You can only delete roles that aren't in use.

To assign users and groups to the roles that you create, use the SSRS web portal. For more information, see Grant User Access to a Report Server.

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If the report server is configured for SharePoint integrated mode, and you connected to the SharePoint site that the report server is integrated with, you can view and modify the permission levels that control access to report server content and operations.

Create a role definition

  1. In Object Explorer, expand a report server node.

  2. Expand the Security folder.

  3. If you're creating an item-level role definition, right-click Roles > New Role.

    Or, if you're creating a system-level role definition, right-click System Roles > New System Role.

  4. Enter a unique name for the role. A name must contain at least one character. It can also include spaces and certain symbols, but not the following characters [; : \ / @ & = + , $ / * < > | "].

  5. Optionally enter a description. In Management Studio, this description is visible only on this page. Users who view this item through the web portal can see this description in that tool.

  6. Select the tasks that members of this role can do.

  7. Select OK.

Delete or modify a role definition

  1. In Object Explorer, expand a report server node.

  2. Expand the Security folder.

  3. To delete or modify an item-level role definition, expand the Roles folder, then do one of the following actions:

    1. To delete a role definition, right-click the item > Delete. The Delete Catalog Items dialog box is displayed. Select OK to delete the role.

    2. To modify a role definition, right-click the item > Properties. The General page of the User Role Properties dialog box is displayed.

      Select the tasks that members of this role can do, and then select OK.

  4. To delete or modify a system-level role definition, expand the System Roles folder. Do one of the following actions:

  • To delete a system role definition, right-click the item and select Delete. The Delete Catalog Items dialog box is displayed. Select OK to delete the role.

  • To modify a system role definition, right-click the item and select Properties. The General page of the System Role Properties dialog box is displayed. Select the tasks that members of this role can do, and select OK to apply the changes.

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