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.

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

Editor access is useful in a case such as the following. Allison, a sales manager, wants to provide a different sales dashboard for each of the three regional teams. Editor access to the folder that contains the Master Sales dashboard allows her to move the underlying reports into the correct folders and then modify them to show the appropriate data.

Note You can’t give Editor access to standard report folders. By default, all users get Viewer access to these folders.