topic Re: Creating and or customising user roles on Power BI report server in Report Server

Creating and or customising user roles on Power BI report server

cnschulz — Tue, 07 Aug 2018 00:07:52 GMT

Hi,

We are using Power BI report server March 2018. I have a dev server set up and I am trying to expand user access to allow users to create their own schedules and manage reports. It seems that I would have to assign "System Administrator" to do this. I have read other articles suggesting I can add roles and/or customise them. I can't find this facility anywhere! Is someone able to tell me how to do this?

Thanks in advance

Chris.

Re: Creating and or customising user roles on Power BI report server

Anonymous — Tue, 07 Aug 2018 08:06:51 GMT

Hi,

new or edit roles can be done via the SSMS:

https://docs.microsoft.com/en-us/sql/reporting-services/security/role-definitions-create-delete-or-modify?view=sql-server-2017

Re: Creating and or customising user roles on Power BI report server

Anonymous — Tue, 07 Aug 2018 16:00:23 GMT

As a side note I can only get SSMS to connect to my PBI-SSRS instance if I use a URL instead of a servername/path. So somehting like http://SERVER_NAME/ReportServerPBI

Re: Creating and or customising user roles on Power BI report server

Anonymous — Tue, 07 Aug 2018 17:32:04 GMT

on the powerbi report server web page, click on the gear button on the top right side, then go to site settings -> Security and here add the users and what role you want them to have.

Also include the Domain of your network when entering the username like this : 'DOMAIN\username'

Re: Creating and or customising user roles on Power BI report server

cnschulz — Tue, 07 Aug 2018 22:41:40 GMT

Thank you so much! That was the key. I thought that the reporting services in SSMS was not compatible with PBI as none of our servers were connecting. I NEVER would have thought to do this. Cheers.

Re: Creating and or customising user roles on Power BI report server

pitter21 — Tue, 07 Aug 2018 23:53:58 GMT

really this is great.

Re: Creating and or customising user roles on Power BI report server

asadrazadevops — Sun, 11 Dec 2022 07:36:33 GMT

To create a new user in the power bi report server, you need to complete these 2 tasks only.

TASK-1: 🔥CREATE A USER IN THE DOMAIN SERVER/ NETWORK.

in my case, I'm using windows server 2019, So I create a new guest user or add this user to the MSSQL server database.

TASK-2: 🚀ADD THIS USER IN POWER BI. REPORT SERVER WITH CUSTOM PERMISSION.

Go to the PBI report server node.
Go to manage folder and click Security.
Click ADD group/user.
or assign the role which you want to assign.

6. You can login to the new user on the URL: my-power-bi-report-server/Reports/.

I hope it saves your day.

@syedasadrazadevops

Re: Creating and or customising user roles on Power BI report server

DEMCOLO — Wed, 29 Jan 2025 17:27:31 GMT

This is exactly what I needed! To further clarify -

Per https://sqlkover.com/connecting-to-power-bi-report-server-with-ssms/ use the url in the PowerBi Report Server Configuration Manger utility/Web Service URL as the Server Name when using SSMS to connect to the Reporting Services for PowerBi Report Server