Question:
What are the required steps to share a Report folder or Dashboard folder with a User, Group, or Role?
Answer:
To share a report folder or dashboard folder with a User, Group, or Role, the Administrator must have the following Profile-level permissions:
To ensure the user is setup to share a Report folder or Dashboard folder, follow these steps:
- Log in as an Administrator.
- Navigate to the profile of the user is sharing the Report Folder or Dashboard Folder.
- Ensure that the options above are checked in the user's profile.
- If the options above are not checked:
- Click Edit.
- Check the appropriate options listed in the table above.
- Click Save.
To provide access to a Report folder or Dashboard folder for an Individual User, follow these steps:
- Log in as an Administrator.
- Navigate to All Tabs (+) --> Reports.
- In the left pane, hover over the Report folder which holds the report.
- Click the
icon and then select Share.
- A new window appears. At the top, select Users.
- Find the desired User, click Share, and select an access level.
- Click Done.
To provide access to a Report folder or Dashboard folder to a Group, follow these steps:
- Log in as an Administrator.
- Navigate to All Tabs (+) --> Reports.
- In the left pane, hover over the report folder which holds the report.
- Click the
icon and then select Share.
- A new window appears. At the top, select Public Groups.
- Find the desired Group, click Share, and select an access level.
- Click Done.
To provide access to a Report folder or Dashboard folder to a Role or Role and Subordinates, follow these steps:
- Log in as an Administrator.
- Navigate to All Tabs (+) --> Reports.
- In the left pane, hover over the report folder which holds the report.
- Click the
icon and then select Share.
- A new window appears. At the top, select Roles or Roles and Subordinates.
- Find the desired primary Role, click Share, and select an access level.
- Click Done.
Related Documentation:
Salesforce Help Documentation:
- Share a Report or Dashboard with an Individual User
- Share a Report or Dashboard with a Group
- Share a Report or Dashboard by Role
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