Add Roles in WebReports

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Article Goal

Learn how to add custom roles in WebReports, allowing you to define and manage which users can access, run, or manage reports.

Why Add Roles?

Roles in WebReports give you control over access permissions. By assigning users to specific roles, you can determine what they can see and do inside the WebReports portal.

Tip: Roles are essential for organizations with multiple departments or varying permission levels. You can create roles like Finance, HR, Executives, or Publishers to separate access and keep data secure.

Where Can You Add Roles?

Roles are added on the Users page under the Management tab in the WebReports navigation bar. Only users with admin privileges can manage roles.

Video Tutorial

Steps to Add Roles in WebReports

Step 1: Open the Management Tab

Click on the Management / Users tab in the WebReports navigation bar.

Step 2: Click the Add Button

In the Roles section, click the plus (+) or Add button to begin creating a new role.

Step 3: Name the Role

Enter a name for your new role (e.g., ManagerAccess, AnalyticsViewer, etc.), then click Save to finalize.

Tip: Choose clear and specific role names that align with their intended permissions or department use.

Article Summary

Adding roles in WebReports allows administrators to efficiently manage access and organize users by function, security level, or reporting needs. Once a role is created, it can be assigned to users to control their level of access to reports and administrative features.

Use Case: An organization wants only certain users to have the ability to publish reports. An admin creates a Publisher role and assigns it to select users—ensuring only they can upload and update Views in WebReports.