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Viewer Access to Report and Dashboard Folders

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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.

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

All users have at least Viewer access to report and dashboard folders that have been shared with them. Some users have administrative user permissions that give them greater access. Guest users and Community Portal users can’t access report and dashboard folders.

View access is useful in a case such as the following. Samir is a sales rep who likes to start his day by checking his position on the sales leader board, which appears on the Master Sales dashboard. He has to refresh the dashboard to get the latest standings, so he must view the data in the underlying reports. But he doesn’t want to edit the reports or the dashboard. All he needs is Viewer access to the folder that contains the Master Sales dashboard.

 
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