Use this chart for a quick view of what Viewer, Editor, and Manager access enables users to do with enhanced folder sharing for report and dashboard folders.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| Available in: Enhanced Folder Sharing |
| View | Edit | Manage | |
|---|---|---|---|
| View reports or dashboards in the folder |
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| See who has what level of access to the folder |
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| Save a report or dashboard in the folder |
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| Rename a report or dashboard in the folder |
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| Delete a report or dashboard from the folder |
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| Share a folder |
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| Change the folder’s name |
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| Change the folder’s sharing settings |
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| Delete a folder |
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Working with reports and dashboards requires user permissions in addition to folder permissions. For information about required user permissions, see User Permissions for Sharing Reports and Dashboards.
