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:

1. Log in as an Administrator.
2. Navigate to the profile of the user is sharing the Report Folder or Dashboard Folder.
3. Ensure that the options above are checked in the user's profile.
4. If the options above are not checked:
   1. Click Edit.
   2. Check the appropriate options listed in the table above.
   3. Click Save.

To provide access to a Report folder or Dashboard folder for an Individual User, follow these steps:

1. Log in as an Administrator.
2. Navigate to All Tabs (+) --> Reports.
3. In the left pane, hover over the Report folder which holds the report.
4. Click the  icon and then select Share.
5. A new window appears. At the top, select Users.
6. Find the desired User, click Share, and select an access level.
7. Click Done.

To provide access to a Report folder or Dashboard folder to a Group, follow these steps:

1. Log in as an Administrator.
2. Navigate to All Tabs (+) --> Reports.
3. In the left pane, hover over the report folder which holds the report.
4. Click the  icon and then select Share.
5. A new window appears. At the top, select Public Groups.
6. Find the desired Group, click Share, and select an access level.
7. Click Done.

To provide access to a Report folder or Dashboard folder to a Role or Role and Subordinates, follow these steps:

1. Log in as an Administrator.
2. Navigate to All Tabs (+) --> Reports.
3. In the left pane, hover over the report folder which holds the report.
4. Click the  icon and then select Share.
5. A new window appears. At the top, select Roles or Roles and Subordinates.
6. Find the desired primary Role, click Share, and select an access level.
7. 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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