Create and manage roles in Visual Studio

Applies to: SQL Server Analysis Services Azure Analysis Services Fabric/Power BI Premium

This article describes how to use Role Manager in Visual Studio to create roles, define role permissions, and add users for a tabular model project. To learn about creating and managing roles for a deployed model, see Create and manage roles in SSMS.

Note

Model roles in Power BI are used only for row-level security filters (RLS). Only Read permission are supported. Use the Power BI security model to control permissions beyond RLS.

Use Role Manager

To create, edit, copy, and delete roles, use the Role Manager dialog box. To view the Role Manager dialog box, in Visual Studio, click Extensions > Model > Role Manager.

To create a role

  1. In Role Manager, click New.

    A new highlighted role is added to the Roles list.

  2. In the Roles list, in the Name field, type a name for the role.

    Use names that clearly identify the member type, for example, Finance Managers or Human Resources Specialists, and be sure the name doesn't include a comma. By default, the name of the default role will be incrementally numbered for each new role.

  3. In the Permissions field, click the down arrow and then select one of the following permission types:

    Permission Description
    None Members cannot make any modifications to the model schema and cannot query data.
    Read Members are allowed to query data (based on row filters) but cannot make any changes to the model schema.
    Read and Process Members are allowed to query data (based on row-level filters) and run Process and Process All operations, but cannot make any changes to the model schema.
    Process Members can run Process and Process All operations. Cannot modify the model schema and cannot query data.
    Administrator Members can make modifications to the model schema and can query all data.
  4. To enter a description for the role, click the Description field, and then type a description.

  5. If the role you are creating has Read or Read and Process permission, you can add row filters by using a DAX formula. To add row filters, click the Row Filters tab, then select a table, then click the DAX Filter field, and then type a DAX formula.

  6. To add members to the role, click the Members tab, and then click Add.

    Note

    Role members can also be added to a deployed model by using SQL Server Management Studio. For more information, see Manage Roles by using SSMS.

  7. In the Select Users or Groups dialog box, enter Windows user or Windows group objects as members.

  8. Click Ok.

See also

Roles
Perspectives
CUSTOMDATA Function (DAX)