Managing Roles in WebReports

Roles organize WebReports users and control access to reports. The Roles page allows authorized administrators to create roles, manage role membership, review report access, and delete roles.

Screenshots use fictional demo data consistent with the other WebReports articles.

Open the Roles page

1. Sign in to WebReports.
2. Select Management from the navigation menu.
3. Select Roles.

Roles directory in WebReports 2026.10.12 and later. The legend identifies Built-in, Extensions, and Custom role categories. Role names and counts shown are examples.

Review roles and report access

The role directory displays:

• Role — The role name and its role-type indicator, where shown.
• Users — The number of users assigned to the role.
• Assignments — The number of report assignments associated with the role.

Use the search box to find a role by name.

Select a role in the directory on the left. The Selected Role panel identifies the role being reviewed, and the Assigned Reports table lists its report access.

Use Search assigned reports and access to locate an assigned report. The table displays:

• Report — The assigned report name.
• Connections — The connection profiles available for the assigned report.
• Types — The available report types, displayed as icons.
• Access via — The role through which report access is granted.
• Expiration — The configured expiration period, shown in days in this example.

A selected role and its Assigned Reports table in WebReports 2026.10.12 and later. The example shows Demo Sales selected; role names, reports, connections, and expiration values vary by environment.

Report access is created and maintained from Management → Assignments.

Understand role-type indicators

Starting with WebReports 2026.10.12, the Roles page includes a legend for Built-in, Extensions, and Custom roles. Indicators beside role names help identify the role category.

Use the indicators to distinguish roles that grant application functionality from custom roles used for report assignments. Review both the user’s role memberships and the report assignments when checking access.

Examples: The API role supports WebReports application integrations. The Bridgit Analysis role controls access to Bridgit AI in Finished Reports and Visualize; the Admin role also provides this access. Assigning API is separate from granting viewer AI access. The WebReports API and the OpenAI API used by Bridgit are separate services with separate credentials.

Administrators can see all reports, but execution remains controlled by their assigned roles. For more information, see Understanding Default Roles and Permissions in WebReports.

Create a role

1. Select Add.
2. Enter a unique name in Role.
3. Select Save.

The new role becomes available for user membership and report assignments.

Add or remove users from a role

1. Select the role from the directory.
2. Select Manage Users.
3. Use the search or column filters to locate users.
4. Check the box beside each user who should belong to the role.
5. Clear the box beside any user who should be removed from the role.
6. Select Apply.

The User Role column displays each user’s current role memberships.

Users can also be assigned roles when they are created or edited from Management → Users.

Delete a role

Before deleting a role, review its Users and Assignments counts. Removing a role may change users’ access to reports and WebReports features.

To delete a role:

1. Select the role from the directory.
2. Select Delete.
3. Verify that the correct role is selected.
4. Confirm the deletion when prompted.

Do not delete a role that is still required by active users or report assignments.

Related articles

• Managing Users in WebReports
• Managing Report Assignments in WebReports
• Management Overview