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cnschulz's avatar
cnschulz
Icon for Helper IV rankHelper IV
8 years ago
Solved

Creating and or customising user roles on Power BI report server

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.

 

  • Anonymous's avatar
    Anonymous
    8 years ago

    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

7 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    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'

    • Anonymous's avatar
      Anonymous
      Not applicable

      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

      • cnschulz's avatar
        cnschulz
        Icon for Helper IV rankHelper IV

        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.

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

    TASK-1: ğŸ”¥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.

    1. Go to the PBI report server node.

    2. Go to manage folder and click Security.

    3. Click ADD group/user.

    4. or assign the role which you want to assign. 
    5.  

     

     

     

     

     

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

    I hope it saves your day. 

    @syedasadrazadevops