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Users with “Manage Dashboards in Public Folders” Permission Cannot Edit Dashboards Created by Another User

Publish Date: May 27, 2026
Description

Customers may observe that users who have dashboard permissions, such as:

  • “Manage Dashboards in Public Folders”
  • “View All Data”
  • “Modify All Data”

are still unable to edit dashboards that were originally created by another user.

Typically, these users can:

  • View dashboards
  • Refresh dashboards
  • Move dashboards between folders
  • Manage folder access

However, the “Edit” option may remain unavailable unless:

  • The dashboard owner transfers ownership, or
  • The user clones the dashboard and edits the cloned version.
Resolution

Salesforce currently restricts editing of dashboards to:

  • The dashboard owner, or
  • Users who create a cloned copy of the dashboard.

Even users with elevated dashboard or administrative permissions may not directly edit dashboards created by other users.

Workarounds:

Transfer Dashboard Ownership : Change the dashboard running user/owner to the intended editor.

Clone the Dashboard : Users can clone the dashboard and make edits on the cloned copy.

Recreate the Dashboard : Manually recreate the dashboard under the required user account.


This behavior is working as designed at this time.

Customers interested in this enhancement can monitor and vote on the following Idea Exchange entry:
https://ideas.salesforce.com/s/idea/a0B8W00000Gdmr8UAB/edit-dashboards-created-by-different-user-with-manageedit-permissions

Knowledge Article Number

005385553

 
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Salesforce Help | Article