Exact Synergy Enterprise

Linking roles to reports - Reporting services integration

Menu path

Modules ? System ? Setup ? Reporting services integration ? Management

Introduction

On this page, you can link roles to reports or modify existing ones. This way you can set the security on a report. If no roles have been linked to a report, the report will be visible and available to every user. If a report has a role linked to it, for example, the role HR on level Division, then every user with the role HR on a division level and higher will be able to see and access the report.

Roles and rights

By default, users with the Administrator or Report manager role can link roles to reports.

• For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
• For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 258 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I link a role to a report?

1. On the Reporting Services Integration: Management page, select a report under the Report section.
2. Click the Roles tab, and then click New.
3. Select the role to link to the report.
4. Click Save.

How do I modify existing roles linked to a report?

1. On the Reporting Services Integration: Management page, select a report under the Report section.
2. Click the Roles tab, and then click the hyperlink in the Role column to maintain the role.

Keep in mind: Linking specific roles to reports can only be done if the check box Inherit roles from the report group is not selected, see Creating and modifying reports - Reporting services integration.

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