How to configuring report role permissions for Script Reports without Admin/System Manager access?

Frappe Framework Permissions
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Hi Community,

I’m creating reports using Script Reports in Frappe and need to set up permissions for external users.

My Requirement:

  • Allow external users to view/access specific Script Reports in their Workspace
  • These users should NOT have Admin or System Manager roles
  • They should only see the report data, not have access to other system functions

What I’ve Tried:
I’ve read the documentation about ERPNext’s role-based permission system, which explains:

“In ERPNext, users can make a custom user interface using Page and a custom report using Report Builder or Query Report. ERPNext has a role-based permission system where you can assign roles to the user. The same role can be assigned to the page and report to access them.”

However, this documentation only covers Report Builder and Query Report, but doesn’t explain how to configure permissions specifically for Script Reports.

My Question:

  • How do I assign role permissions to Script Reports?
  • Is there a “Roles” field in Script Report doctype like there is for Pages?
  • Are there any specific steps or configurations I need to follow for Script Reports that differ from Report Builder/Query Report?

I would appreciate any guidance, documentation links, or examples!

Thanks in advance!

2

hi there,

here is how you can do that… to give external users access to a specific Script Report, first create a custom role in the Role List and give it a suitable name, like “External User.” Then, assign this role to the users who should see the report, after that, go to “Role Permission for Page and Report,” choose “Report” in the “Set Role For” field, select the report you want to share, and assign the custom role you created i.e External User, once you hit update, users with that role will be able to see and access the report…. just make sure these users also have read permission on the DocTypes that are being used in the report, otherwise the report may not display any data.

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Thank you, I appreciate the tip, I’ll try it once more

4

Thank you for your guide, i did it!