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Access to Dashboard Folders
Permissions control folder access. Users must have certain permissions to access public, hidden, or shared dashboard folders.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
Available in: all editions except Database.com Report folders not available in: Contact Manager, Essentials, Group, and Personal Editions |
- Public Folders
-
The following permissions apply to folders with these
visibility settings:
- This folder is accessible by all users, including portal users
- This folder is accessible by all users, except for portal users
Access Level Permissions Needed to Access Read-Only Folders Permissions Needed to Access Read/Write Folders Read Run Reports Run Reports Write New All of the following:
- Run Reports
- Manage Dashboards
- View All Data
Both of the following:
- Run Reports
- Manage Dashboards
Modify/Delete All of the following:
- Run Reports
- Manage Dashboards
- View All Data
All of the following:
- Run Reports
- Manage Dashboards
- View All Data
- Hidden Folders
-
The following permissions apply to folders that have this
visibility setting:
- This folder is hidden from all users
Access Level Permissions Needed to Access Read-Only Folders Permissions Needed to Access Read/Write Folders Read Both of the following:
- Run Reports
- View All Data
Both of the following:
- Run Reports
- View All Data
Write New All of the following:
- Run Reports
- Manage Dashboards
- View All Data
All of the following:
- Run Reports
- Manage Dashboards
- View All Data
Modify/Delete All of the following:
- Run Reports
- Manage Dashboards
- View All Data
All of the following:
- Run Reports
- Manage Dashboards
- View All Data
- Shared Folders
-
Access Level Permissions Needed to Access Read-Only Folders Permissions Needed to Access Read/Write Folders Read Run Reports Run Reports Write New All of the following:
- Run Reports
- Manage Dashboards
- View All Data
Both of the following:
- Run Reports
- Manage Dashboards
Modify/Delete All of the following:
- Run Reports
- Manage Dashboards
- View All Data
All of the following:
- Run Reports
- Manage Dashboards
- View All Data
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