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.

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

Manager access is useful in a case such as the following. Alan is a sales administrator who manages too many reports to pay attention to them all individually. He creates a report folder called Regional Reports. As the creator, he has Manage rights to the folder. He gives Sales Reps, a public group, Viewer access. And he makes Allison, the sales manager, another Manager on the folder.

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