How do I give access to a folder in Salesforce?

How do I give access to a folder in Salesforce?

1. On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.
2. Select Internal Users.
3. Find the user you want, click Share, and choose an access level.
4. Click Done, review your changes, and click Close.

How do I restrict access to a folder in Salesforce?

Find the folder you want to limit access to. Click the gear icon, and select Permissions. Select which groups can access the folder’s contents. Save when finished.

How do I grant a report Access folder to an existing public group?

1. Create a new public group with the specific users who need access. Include yourself in that list of users.
2. Go to the Reports Tab.
3. Click the new folder icon and create a new Report Folder.
4. Add any existing reports, to whichyou would like to grant access, to that folder.

How do you check if a folder is public or private in Salesforce?

How to find out if a folder is private or public in SF? In lightning, once you click on Report tab you can see “Private Reports” and “Public Reports” at the left.

How do I create a public reporting folder in Salesforce?

1. On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.
2. Select Public Groups.
3. Find the group you want, and click Share.
4. Choose the sharing level you want to give this group.
5. Click Done, review your changes, and click Close.

How do I create a public report folder in Salesforce?

Required Editions and User Permissions

1. In the Report Folder section of the Reports tab, click Create New Folder.
2. Enter Article Reports in the Folder Label field.
3. Optionally, modify the Group Unique Name .
4. Choose a Public Folder Access option.
5. Choose a folder visibility option.
6. Click Save.

How do I restrict report access in Salesforce?

Click Edit in the Organization-Wide Defaults area. To allow users to view reports based on standard report types that can expose data of users to whom they don’t have access, select the Standard Report Visibility checkbox. Or, to hide these reports, deselect this checkbox. Click Save.

How do I control access to reports 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 do I create a public report in Salesforce?

Sharing Content with Other Users

1. Navigate to the Reports tab.
2. Select All Folders listed on the left-hand side.
3. Click the carrot on the far right of the row with your Report Folder name.
4. Select Share from the dropdown.
5. In the new popup window, Share with Public Groups or Users, View Access.
6. Click Share, and then Done.

How do I grant access to reports in Salesforce?

What is private folder in Salesforce?

A private folder is a special folder available for each Salesforce user, and is also known as the My Personal Custom Reports folder for a report folder. For dashboards, it is called My Personal Dashboards (in Classic), or Private Dashboards (in Lightning Experience).

Who can access private report folder in Salesforce?

The reports or dashboards in a private folder are always invisible to everyone except the person who created the folder. The reports or dashboards in any folder that isn’t private are visible to everyone who has permission to view the reports or dashboards.

How do I create a public folder in Salesforce?

Enter a Folder Label . If you have the “Customize Application” permission, enter a unique name to be used by the API and managed packages. Choose a Public Folder Access option. Select an unfiled report, dashboard, or template and click Add to store it in the new folder. Click Save.

How do I give access to a folder in Salesforce API?

If you have the “Customize Application” permission, enter a unique name to be used by the API and managed packages. Choose a Public Folder Access option. Select an unfiled report, dashboard, or template and click Add to store it in the new folder. Click Save. Keeping this in view, how do I give access to a folder in Salesforce?

How do I give someone access to a folder?

To give someone access to a folder, you must have either Manager access to that folder, the “Manage Reports in Public Folders” permission (for report folders), or the “Manage Dashboards in Public Folders” permission (for dashboard folders).

Who can view a report 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.