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Access Levels for Report and Dashboard Folders
Each user, group, or role can have its own level of access to a report and dashboard folder. Viewers can see the data. Editors can determine what data is shown. Managers can control access.
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 |
Tip If you’re not ready to share a report or dashboard, keep it in a personal folder
that only you can access. The My Personal Custom Reports folder and the My
Personal Dashboards folder are already set up for you. Create more folders if you
need them. When you create a folder, it is accessible only to you and to users
with administrative permissions, until you share it.
- Viewer Access to Report and Dashboard Folders
Viewer access allows you to view the reports or dashboards in a folder, but doesn't determine access to folder contents. Permissions set for the reports and dashboards themselves determine your access to the contents. For example, if you have Viewer access to a reports folder and Create and Customize Reports permission to a report in the folder, you can rename or delete the report. - Editor Access to Report and Dashboard Folders
Editor access allows you to view and save the reports or dashboards in a folder, but doesn't determine access to folder contents. Permissions set for the reports and dashboards themselves determine your access to the folder contents. For example, if you have Editor access to a folder and Run Reports permission to a report in the folder, you can run the report but not make changes. - Manager Access to Report and Dashboard Folders
Manager access allows you to view, share, save, rename, and delete the reports or dashboards in a folder, but does not determine access to folder contents. Permissions set for the reports and dashboards themselves determine your access to the folder contents. For example, if you have Manager access to a folder and Run Reports permission to a report in the folder, you can run the report, but not edit or delete it. - Compare Access Levels for Report and Dashboard Folders
Use this chart for a quick view of what Viewer, Editor, and Manager access enables users to do with enhanced folder sharing for report and dashboard folders. - Enhanced Folder Sharing for Reports and Dashboards
Enhanced folder sharing introduces new user permissions and changes each user’s access to existing reports and dashboards. - Access to Dashboard Folders
Permissions control folder access. Users must have certain permissions to access public, hidden, or shared dashboard folders. - Access to Report Folders
Folder access is controlled by permissions. Users must have certain permissions to access public, hidden, or shared report folders. - 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.
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