Create Custom Roles and Assign Data Sources

  1. Log in to BI Publisher with the administrator credentials.
    The BI Publisher Home Page appears.
  2. Click Administration.
  3. Under Security Center, click Roles and Permissions.
    The Roles and Permissions screen appears.
  4. Click Create Role.
    The Create Role screen appears.
  5. Enter a role Name and Description, and click Apply.
    A new custom role is created.
  6. To assign data sources to the created role, click the Add Data Sources icon Add Data Sources icon.
  7. From the Available Data Source section, select a data source (for example, asbip) and click Move (>) to add it to the Allowed Data Sources section.
  8. Click Apply.
  9. To assign the required roles to the custom role, click Add Roles icon Add Roles icon.
    The Add Roles screen appears.
  10. From the Available Roles, select the roles to be included and click Move (>) to add the selected roles to Included Roles.
  11. Click Apply.