--- alias: user-guide-security-report-folders description: "Manage Report Folders within the application’s security settings for access control" --- # Report Folders :lock: Administration.**Security** The list of application Report Folders is available by selecting **Report Folders** on the left side of the Security page. The creation and management of Report Folders is done in SQL Server Reporting Services. The application will only list the available SQL Server Reporting Services folders ignoring the folders which start with an underscore (`_`). !!! info If you are running the Critical Manufacturing service, you must have administration privileges for the SQL Server Reporting Services server(s). ![Report Folders list showing the available report folders in the security page](../images/security_reportfolder_list.png) The Report Folders page displays general information on the specific Report Folder. In addition it enables you to perform all the operations that can be performed in a specific Report Folder. {% include-markdown "includes/views/details_view.md" %} * **Details** - displays general information on the Report Folder. * **Roles** - displays information on the [[user-guide-security-roles]] that have access to the Report Folder. !!! warning In order to view the Report Folder button, you must have access to the ReportFolder.Edit feature. === "Details" ![Report Folder details view showing the general information](../images/security_reportfolder_page_details_view.png) === "Roles" ![Report Folder details view showing the roles sections](../images/security_reportfolder_page_details_view_roles.png) ## Assigning Roles to a Report Folder :lock: ReportFolder.**Edit** Critical Manufacturing MES allows you to assign roles to Report Folders (not limited to Active Directory Roles) since authentication is not performed in the Report Server but by the host itself. To assign one or more [[user-guide-security-roles]] to a Report Folder it is necessary to: 1. Open the Report Folder details and navigate to the **Roles** sub-section in the Details View panel, or select the Report Folders in the Report Folder list page. 2. Select the **Assign** button. 3. Choose the desired [[user-guide-security-roles]] for the Report Folder. !!! note You will only be shown Roles that are not already linked to the folder. 4. Select **Next**. ![Assign Roles dialog showing the roles available to assign to the report folder](../images/security_reportfolder_assign_role.png) 5. Choose the Access Mode of each Role: Read or Write. !!! info Currently, there is no functional difference between Read and Write modes. This distinction will take effect in a future version of Critical Manufacturing MES. 6. Select **Assign** to complete the operation. ![Report Folder access settings showing the selected roles and their read or write permissions](../images/security_reportfolder_assign_role_access.png) ## Unassigning Roles from a Report Folder :lock: ReportFolder.**Edit** To unassign one or more [[user-guide-security-roles]] from a Report Folder it is necessary to: 1. Open the Report Folder details and navigate to the **Roles** sub-section in the Details View panel, or select the Report Folders in the Report Folder list page. 2. Choose the [[user-guide-security-roles]] you want to unassign from the Report Folder and select **Unassign**. 3. Select **Unassign** to complete the Wizard. ![Unassign Roles dialog showing the roles selected for removal from the report folder](../images/security_reportfolder_unassign_role.png) ## Editing a Report Folder Role assignment :lock: ReportFolder.**Edit** To edit a [[user-guide-security-roles|Role]] assignment for a Report Folder, it is necessary to: 1. Open the Report Folder page. 2. Navigate to the **Roles** sub-section in the Details View panel, choose a [[user-guide-security-roles|Role]] and select **Edit**. 3. Make the necessary changes. 4. Commit the data to the database by selecting **Save**. ![Edit Report Folder role assignment form showing the selected role and its updated access settings](../images/security_reportfolder_edit_role.png) ## Revert a Report Folder Role assignment :lock: ReportFolder.**Edit** To revert a [[user-guide-security-roles|Role]] assignment for a Report Folder and return to the parent security settings, it is necessary to: 1. Open the **Report Folder** page. 2. Select the **Revert** button on the top ribbon. 3. Commit the data to the database by selecting **Save**. ![Revert Report Folder role assignment confirmation showing the reset to parent security settings](../images/security_reportfolder_revert_role.png)