Grant Users Access to Reports and Dashboards

As a Salesforce system admin ensure that your users can see Program Management Module reports and dashboards, update the Program Management Standard User profile to provide access to shared public folders.

Note Salesforce offers managed package solutions for nonprofits in addition to the integrated platform solution Nonprofit Cloud. This content provides information about a nonprofit managed package. Find the Nonprofit Cloud documentation in Nonprofit Cloud. If you're not sure which version your organization uses, check with your Salesforce admin.

1. Click , then click Setup.

2. In the Quick Find box, enter Profiles, then select Profiles.

3. Click the Program Management Standard User profile or a different profile you'd like to change.

4. In the System section, click System Permissions.

5. Click Edit.

6. Select the level of access you want to give to them.

   See Access Levels for Report and Dashboard Folders.

7. Click Save.