Security is the major concern while we create a reports in SQL Reporting Services. Because, in a corporate world, manager hold different privileges compared to sales person. SSRS provides multi level security which means, you can restrict the user to access the Report Manager, or Folders, or reports. In this article we will show you, How to apply security in SSRS with examples.
Home, or Parent Level Security in SSRS
Before we start applying Security in SSRS, Let me open my Report Manager to show the existing reports in our server. In order to change the Parent Level Security, Please click on the Site Settings hyperlink at the top right corner.
Once you click on the Site Settings hyperlink, Report Manager will navigate us to site settings page. In this page we had three tabs, and we already explained the first tab in Change SSRS Report Manager Title so please refer the same
Please navigate yourself to Security tab to see the existing users. From the below screenshot you can see that, there are two users: Administrator (by default), and User with admin privileges.
In order to add New Role User, Please select the New Role Assignment option as we shown below.
That will open the following page. here you have to add User, or group within the text box and select the appropriate role. For the demonstration we created a new windows user called MSBI, and we are using the same user here!
Now you can see the new user (MSBI) with system user privileges.
Delete Top Level User Security in SSRS
In order to delete the user, Please check mark the user and select the delete menu as we shown below.
A message box is displayed for the confirmation of user delete. Click OK to delete, and cancel to Undo
Report Level Security in SSRS
In order to provide security for a single SSRS report, Please click the down arrow beside the report to open the menu items. Please select the Security option from the menu items.
Once you select the Security option, following page will be displayed. In order to edit the default settings, Please click on Edit Item Security option
After you click on the Edit Item Security, a pop up (conformation window) box is displayed for the confirmation. It will ask whether you want to add custom security which is different from parent security. Click OK to add, and cancel to Undo
Next, click New Role Assignment option to add new user and to assign new role
Following are the list of roles available for each user
- Browser: This is basic role that can be assigned to the user. A user with Browser role can View Reports, Folders, Models, and resources. Apart from this, user can Manage individual Subscriptions.
- Content Manager: This is the Highest role that a user can get. he can perform all the tasks that are available in Report manager.
- My Reports: User with role can only work within this My reports folder. Apart from Security settings, he can do all the things
- Publisher: User with Publisher role can create Linked Reports, and manage Data Sources, Reports, Folders, and Models
- Report Builder: He can view the reports.
From the below screenshot you can see that, we are assigning the new user called MSBI, and assigned the Browser role to him.
Now you can see the new user called MSBI with Browser role.
TIP: Above page had one more item called Revert to parent Security. By clicking this button will erase the setting that we made up to now, and assign the role that we specified in Home, or Parent Level Security example.
Folder Level Security in SSRS
To provide security at folder level, Please click the down arrow beside the folder (here it is Charts folder) to open the menu items. Please select the Security option from the menu items.
Once you select the Security option, following page will be displayed by the report manager. Follow the steps that we specified in Report Level Security example
Add New User Role in SSMS
Instead of using the default user roles, we can use the SQL Server Management Studio to create a new role as per our requirements. To do so, please open the SSMS, and select the Server Type as Reporting Services. Don’t forget the credentials to login to the Server.
Within the SQL Server Management Studio, Navigate to Security Folder, then right-click on the Roles folder will open the context menu. Please select the New Role.. as we shown below
Once you select the New Role.., a new window called New User Role will be displayed as we shown below. Please provide the Role Name, and Valid description (describes the role). Next, select the tasks that you want to assign to this Role. From the below screenshot you can that, User can Create linked reports, View reports, and View data Sources.
Now, please select the Bar Chart using report Builder Report in Home page, and go to the Security page. In order to show our newly created Role, let me click New Role Assignment option
Now you can the newly created Role. I think we forgot to add the description
You can also change the existing user roles.
Change User Role Settings
Within the SQL Server Management Studio, Navigate to Security Folder, then Expand the Roles folder. Here you an see the default User roles. Please right-click on the Role that you want to see, and select its properties
Once you click on the properties option, a new window called User Role Properties will be opened. Here you can see the default roles allocated by the Reporting service. If you want, you can change these setting as well.
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