Add Users in WebReports

Trouble Viewing Images? Right-click on any image and select "Open in new tab" to view a larger version. You can also zoom in using Ctrl + Mouse Wheel for easier readability.

Article Goal

Learn how to manually add users to WebReports so they can log in and access reports based on assigned permissions.

Why Add Users?

WebReports requires each user to have a unique profile in order to log in and access assigned reports. Adding a user manually allows administrators to define login credentials, email addresses, and assign roles for access control.

Tip: User accounts must be created before a user can be assigned reports or roles. Creating them early helps with onboarding and access setup.

Where Can You Add Users?

Users are created on the Users page located under the Management tab in WebReports.

Note: Only administrators have permission to add or manage users.

Video Tutorial:

Steps to Add Users in WebReports

Step 1: Open the Management Tab

Click the Management tab in the WebReports navigation bar.

Step 2: Click the Add Button

Click the plus (+) icon or Add button to begin creating a new user.

Step 3: Enter Login Name

Type the User Login Name the person will use to log into WebReports.

Step 4: Enter the User’s Email

Select or type in the email associated with the new user.

Step 5: Set the Password

Enter a secure password and re-enter it for confirmation.

Tip: Passwords must meet the organization’s complexity requirements. Be sure to communicate the credentials securely to the user.

Step 6: Assign Roles

Select one or more roles to determine what the user can access or do within WebReports.

Use Case: Assign the Viewer role to users who only need to run reports, or the Publisher role for users who will upload and manage Views.

Optional Step: Assign Defined Fields

Set one or more defined fields to the user if applicable.

Use Case: Assign each user a defined field for their department. This ensures that every report run through WebReports only returns data relevant to the user’s assigned department.

Optional Step: Assign Publisher Connection Profiles

Select one or more Connections to determine what connections the user can publish Views to in WebReports.

Use Case: You’ve finished creating five new reports and need to deploy them to both staging and production WebReports environments. Instead of saving and uploading each one separately, you can publish all five at once using the Publish tool.

Article Summary

Adding users in WebReports is a critical step in configuring access and control for report distribution. Once users are created, you can assign them reports, roles, and defined fields—enabling secure, personalized access to reports in a web-based environment.

Use Case: A team of managers needs access to departmental reports. You can manually create each user, assign their email and login, and provide them with the appropriate access role in minutes.