How do I enable enhanced folder sharing for reports and dashboards?

How do I enable enhanced folder sharing for reports and dashboards?

In order to enable Enhanced Folder Sharing before the Spring ’22 release, follow these steps:

1. From Setup in Salesforce Classic, enter ‘Folder Sharing’ in the Quick Find box.
2. Select Folder Sharing.
3. Select Enable access levels for sharing report and dashboard folders.
4. Click Save.

How do I set permissions for a report in Salesforce?

Grant Users Access to Reports and Dashboards

1. Click.
2. In the Quick Find box, enter Profiles , then select Profiles.
3. Click the Program Management Standard User profile.
4. In the System section, click System Permissions.
5. Click Edit.
6. Select View Dashboards in Public Folders and View Reports in Public Folders.
7. Click Save.

How to grant access to a report folder?

Include yourself in that list of users. The Report folder needs the “This folder is accessible only by the following users” permission Add any existing reports, to whichyou would like to grant access, to that folder. Create a new public group with the specific users who need access. Include yourself in that list of users.

What can I do with a report folder?

When you are an Editor on a folder, you can view and modify the reports and dashboards it contains, and move them to and from any other folders you have Editor or Manager access to. With Manager access, you can do everything Viewers and Editors can do, plus control other users’ access to it, change its properties, or delete it.

Can a report be run in a public folder?

If a folder does not have Manager access, it is public, and users with the “View Reports in Public Folders” permission can view it. Depending on their object access, these users can also run the report.

How to grant access to a home folder in SSRs?

In SSRS, go to the Home folder, and then click Folder settings. From there, create a new role assignment so that you can grant access to at least the “Browser” role. To grant access so that the user can edit or build reports, you can give them additional permissions in SSRS, such as the Report Builder permission to the Home folder.