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Compare Access Levels for Report and Dashboard Folders

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.

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
  View Edit Manage
View reports or dashboards in the folder Yes Yes Yes
See who has what level of access to the folder Yes Yes Yes
Save a report or dashboard in the folder Yes Yes
Rename a report or dashboard in the folder Yes Yes
Delete a report or dashboard from the folder Yes Yes
Share a folder     Yes
Change the folder’s name     Yes
Change the folder’s sharing settings     Yes
Delete a folder     Yes

Working with reports and dashboards requires user permissions in addition to folder permissions. For information about required user permissions, see User Permissions for Sharing Reports and Dashboards.

 
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