GTD Excel Report Server User Roles Management

Perhaps some reports is created for special users, you don't want all users can access these report. So that you should create special role to gather these reports, and then grant the role to specified users

Roles are created by users (usually administrators) and are used to group together reports to be run. They are a means of facilitating the granting of multiple reports to users.

A role groups several reports, so that they can be granted to and revoked from users simultaneously.

Example:

	User	Reports granted to user
	John	A, B
	Lily	A, B
	Tom	A, B, C, D
	Mike	C, D

This section applies to administrators only.

The administrators and developers can access all reports, so the roles can be grant to common users only.

When you install GTD Server, the initial user account CommonRole will be created.

The predefined role can be deleted.

1. Logon GTD Server, using user with administrator privilege.

Please visit Testing GTD server in console mode if you don't know how to logon the GTD Server.

2. The Home page appear, please click the Role Manager link.

3. The User Role Manager page appear. It is simular to the figure below.

This page lists information of all roles of GTD Server. What you can do in this page:

• View all roles, the number of users the role granted to and the number of granted reports
• View the relationship between role/user/report.
• Grant/Revoke reports/users to/from a role
• Add a role
• Remove a role

1. Login GTD Server, using user with administrator privilege, navigate to User Role Manager

2. Click "Add a Role" in the bottom-left of User Role Manager.

3. Enter the role name, and then click Add button.

4. The new role is created, now you can grant reports to the role, and grant the role to the some users.

1. Login GTD Server, using user with administrator privilege, navigate to User Role Manager

2. Click "Delete a role" in the bottom-left of User Role Manager.

3. A new page appears, please select the role name, and then click Delete button.

4. The role is deleted. Your browser will navigate to User Role Manager automatically.

1. Login GTD Server, using user with administrator privilege, navigate to User Role Manager

2. Find the role you want to alter. Click "Grant/Revoke" button.

3. The Granting/Revoking page appear.

4. Please move the users/reports using or button.

• Grant items using
• Revoke items using

5. Click the Save button.

The administrators and developers can access all reports, so the roles can be grant to common users only.

1. Login GTD Server, using user with administrator privilege, navigate to User Account Manager

2. Find the user you want to remove, Click Grant/Revoke ... button.

3. The Granting/Revoking page appear.

4. Please move the roles using or button.

• Grant items using
• Revoke items using

5. Click the Save button.

1. Login GTD Server, using user with administrator privilege, navigate to Report Manager

2. Find the user you want to remove, Click Grant button.

3. The Granting/Revoking page appear.

4. Please move the roles using or button.

• Grant items using
• Revoke items using

5. Click the Save button.

To have a overview on the relationship among all the reports/roles/users, use the following procedure:

1. Login GTD Server, using user with administrator privilege, navigate to Report Manager

2. Click on the following buttons.

• Listing Reports Granted to Roles
• Listing Roles Granted to Users
• Listing Reports Granted to Users

Example:

	User	Reports granted to user
	John	A, B
	Lily	A, B
	Tom	A, B, C, D
	Mike	C, D

You will get the following output.

Report \ Role	User \ Role	Report \ User