Manager Access to Report
and Dashboard Folders
Manager access allows you to view, share, save,
rename, and delete the reports or dashboards in a folder, but does not determine
access to folder contents. Permissions set for the reports and dashboards
themselves determine your access to the folder contents. For example, if you have
Manager access to a folder and Run Reports permission to a report in the folder,
you can run the report, but not edit or delete it.
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 |
Manager access is useful in a case such as the following. Alan is a sales administrator who
manages too many reports to pay attention to them all individually. He creates a
report folder called Regional Reports. As the creator, he has Manage rights to the
folder. He gives Sales Reps, a public group, Viewer access. And he makes Allison,
the sales manager, another Manager on the folder.
