Cert++
Close

Report folder access levels

Key Takeaway

What a user can do with the reports in a folder depends on two things together: their folder access level (View, Edit, or Manage) and their report and dashboard user permissions.

Report and dashboard folders control who can see and work with the reports and dashboards saved in them. With enhanced folder sharing, you share a folder with users, groups, roles, or territories, and you give each one View, Edit, or Manage access. Folder access is only part of the picture, because a user's report and dashboard user permissions also decide what they can do.

How enhanced folder sharing works

Enhanced folder sharing is the default for all orgs created after 2013. When you create a folder in enhanced folder sharing, you give it only a name, and access comes from how you share it.

A new folder is accessible only to you and to users with administrative permissions until you share it. If a report or dashboard isn't ready to share, keep it in a private folder that only you can access, such as Private Reports or Private Dashboards.

Platform Administrator Study Guide

Checklist progress

0/324Learned

Describe the impact of the sharing model on reports (visibility, understand folder structure, sharing fields)

0/6

Prepare for the Exam

Play Today's Certle

Study Community

Ask questions and get the latest info from other Platform Administrator studiers.