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User Permissions for Sharing Reports and Dashboards

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User Permissions for Sharing Reports and Dashboards

Each level of access to a report or dashboard folder consists of a combination of user permissions. As an administrator, you can further fine-tune users’ access to dashboards and reports by assigning or removing one or more permissions.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing

When enhanced folder sharing is enabled, all users get Viewer access to report and dashboard folders, except users with higher administrative permissions. To give users broader privileges, assign Editor or Manager folder access and give report and dashboard user permissions as needed.

User Permission Description
Create and Customize Dashboards Create, edit, and delete dashboards in the My Personal Dashboards folder. Create dashboards and save to any shared folder if sharing rights allow.
Create and Customize Reports Create, edit, and delete reports in the My Personal Custom Reports folder. Create reports and save to any shared folder if sharing rights allow.
Create Dashboard Folders Create dashboard folders and manage them if sharing rights allow.
Create Report Folders Create report folders and manage them if sharing rights allow.
Edit My Dashboards Edit, move, save, and delete dashboards that you created in shared folders.
Edit My Reports Edit, move, save, and delete reports that you created in shared folders.
Manage All Private Reports and Dashboards Allow user to delete reports and dashboards from personal or private folders.
Manage Dashboards in Public Folders

Create, edit, and delete dashboards,1 and manage their sharing in all public dashboard folders. This permission does not extend to others’ personal folders. This permission allows users to edit and share dashboards in all folders, including hidden folders. They also get these permissions:

  • Create and Customize Dashboards
  • Create Dashboard Folders
  • Edit My Dashboards
  • View Dashboards in Public Folders

(1 To edit a dynamic dashboard, users also need Manage Dynamic Dashboards and View My Team’s Dashboards permissions.)
Manage Reports in Public Folders

Create, edit, and delete reports, and manage their sharing in all public report folders. This permission does not extend to others’ personal folders. This permission allows users to edit and share reports in all folders, including hidden folders. They also get these permissions:

  • Create and Customize Reports
  • Create Report Folders
  • Edit My Reports
  • View Reports in Public Folders
View Dashboards in Public Folders View dashboards in public dashboard folders. This permission does not extend to others’ personal folders.
View Reports in Public Folders View reports in public report folders. This permission provides read access to hidden report folders and does not extend to others’ personal folders.

See Also

 
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