---
schema_version: "1"
id: d4b0e52d61ce33eaca899881940ab08bf70dc327bf9d8636298ceef27036cc82
title: Enhanced Folder Sharing for Reports and Dashboards
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/analytics_sharing_enable.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.analytics_sharing_enable.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e67f16aae9f4191a5ae0908e7f4f5edeb44d1a516e7e55953216f2848e60a00a
description: Enhanced folder sharing introduces new user permissions and changes each user’s access to existing reports and dashboards.
products:
  - Cross Cloud
release: "264"
---
# Enhanced Folder Sharing for Reports and Dashboards

Enhanced folder sharing introduces new user permissions and changes each user’s access to existing reports and dashboards.

## What’s Different in Enhanced Folder Sharing?

Enhanced folder sharing is different from legacy folder sharing in the way you define folders and how access to reports and dashboards is determined. And some of the permissions for report and dashboard folders change in enhanced folder sharing.

It’s simpler to create a folder in enhanced folder sharing.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:41%">
          <col style="width:59%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">
              <strong>Legacy Folder Sharing</strong>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <strong>Enhanced Folder Sharing</strong>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Enhanced folder sharing</p>
              <p>When creating a folder, you specify:</p><a name="analytics_sharing_enable__ul_vzd_tjq_blb"><!-- --></a>
              <ul id="analytics_sharing_enable__ul_vzd_tjq_blb">
                <li>Folder label: name</li>

                <li>Public folder access: read-only or read-write</li>

                <li>Folder visibility: accessible by all users, hidden from all users, or
                  accessible to specified groups and roles.</li>

              </ul>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;">When creating a folder, you specify only the name. The folder doesn’t carry any
              special properties for visibility or type of access. </td>

          </tr>
        </tbody>
      </table>

## Accessing the Reports and Dashboards in a Folder

Three access levels in enhanced folder sharing determine how you can interact with the reports and dashboards in a shared folder.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:41%">
          <col style="width:59%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">
              <strong>Legacy Folder Sharing</strong>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <strong>Enhanced Folder Sharing</strong>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>When creating a folder, you specify the folder as read-only or read-write and
                assign it one of these access types: </p><a name="analytics_sharing_enable__ul_wzd_tjq_blb"><!-- --></a>
              <ul id="analytics_sharing_enable__ul_wzd_tjq_blb">
                <li>Accessible by all users</li>

                <li>Hidden from all users</li>

                <li>Accessible only to specified public groups, roles, and roles and
                  subordinates</li>

              </ul>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>When <a href="https://help.salesforce.com/s/articleView?id=analytics.rd_folders_share_enhanced.htm&amp;release=264.0.0&amp;type=5" title="Use enhanced folder sharing to share a report or dashboard folder with users, groups, roles, or territories. Enhanced folder sharing is the default option for all orgs created after 2013.">sharing
                  a folder,</a> you specify View, Edit, or Manage access for the selected
                users, groups, or roles, or a combination. </p>
              <p>Depending on user permissions, some users can do more than is indicated by the
                access level that they’re granted when a folder is shared. </p>
              <p style="margin-bottom:0;">The following table lists the capabilities for each access level. </p>
            </td>

          </tr>
        </tbody>
      </table>

## Folder Access Capabilities in Enhanced Folder Sharing

   
| Capabilities | View | Edit | Manage |
| --- | --- | --- | --- |
| View reports or dashboards in the folder | ![Yes](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/permissions_confirm16.gif) | ![Yes](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/permissions_confirm16.gif) | ![Yes](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/permissions_confirm16.gif) |
| See who has what level of access to the folder | ![Yes](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/permissions_confirm16.gif) | ![Yes](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/permissions_confirm16.gif) | ![Yes](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/permissions_confirm16.gif) |
| Save a report or dashboard in the folder |  | ![Yes](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/permissions_confirm16.gif) | ![Yes](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/permissions_confirm16.gif) |
| Rename a report or dashboard in the folder |  | ![Yes](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/permissions_confirm16.gif) | ![Yes](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/permissions_confirm16.gif) |
| Delete a report or dashboard from the folder |  | ![Yes](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/permissions_confirm16.gif) | ![Yes](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/permissions_confirm16.gif) |
| Share a folder |   |   | ![Yes](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/permissions_confirm16.gif) |
| Change the folder's name |   |   | ![Yes](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/permissions_confirm16.gif) |
| Change the folder's sharing settings |   |   | ![Yes](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/permissions_confirm16.gif) |
| Delete a folder |   |   | ![Yes](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/permissions_confirm16.gif) |

## Permissions for Reports and Dashboards

Some user permissions are different in enhanced folder sharing. When enhanced folder sharing is enabled, Salesforce updates the permissions as the following table shows. For a full list of permissions for reports and dashboards, see [User Permissions for Sharing Reports and Dashboards](https://help.salesforce.com/s/articleView?id=analytics.analytics_sharing_permissions.htm&release=264.0.0&type=5 "Each level of access to a report or dashboard folder consists of a combination of user permissions. As an administrator, you can further fine-tune users’ access to dashboards and reports by assigning or removing one or more permissions.").

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:27.333333333333332%">
          <col style="width:39.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d72837e452"> Legacy Folder Sharing</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d72837e455"> Enhanced Folder Sharing </th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d72837e458"> What you can do with this permission in enhanced folder sharing </th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Legacy Folder Sharing" class="slds-cell-wrap" style="vertical-align:top;" headers="d72837e452 ">Manage Public Reports AND View All Data</td>

            <td data-label="Enhanced Folder Sharing" class="slds-cell-wrap" style="vertical-align:top;" headers="d72837e455 ">Manage Reports In Public Folders</td>

            <td data-label="What you can do with this permission in enhanced folder sharing" class="slds-cell-wrap" style="vertical-align:top;" headers="d72837e458 ">
              <p>Perform all Manage actions for all folders except others’ private folders.</p>
              <p>Manage Reports in Public Folders also includes these permissions:</p><a name="analytics_sharing_enable__ul_n12_tjq_blb"><!-- --></a>
              <ul id="analytics_sharing_enable__ul_n12_tjq_blb">
                <li>Create and Customize Reports</li>

                <li>Create Report Folders</li>

                <li>Edit My Reports</li>

                <li>View Reports in Public Folders</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Legacy Folder Sharing" class="slds-cell-wrap" style="vertical-align:top;" headers="d72837e452 ">Manage Public Reports</td>

            <td data-label="Enhanced Folder Sharing" class="slds-cell-wrap" style="vertical-align:top;" headers="d72837e455 ">Create Report Folder AND Edit My Reports</td>

            <td data-label="What you can do with this permission in enhanced folder sharing" class="slds-cell-wrap" style="vertical-align:top;" headers="d72837e458 ">
              <p>Create report folders. Perform all Manage actions for all folders that you
                create.</p>
              <p style="margin-bottom:0;">Edit, move, save, and delete reports that you create. Save your reports to a
                shared folder, even if you only have View access to the folder.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Legacy Folder Sharing" class="slds-cell-wrap" style="vertical-align:top;" headers="d72837e452 ">Manage Dashboards AND View All Data</td>

            <td data-label="Enhanced Folder Sharing" class="slds-cell-wrap" style="vertical-align:top;" headers="d72837e455 ">Manage Dashboards In Public Folders </td>

            <td data-label="What you can do with this permission in enhanced folder sharing" class="slds-cell-wrap" style="vertical-align:top;" headers="d72837e458 ">
              <p>Perform all Manage actions for all folders except others’ private
                folders.</p>
              <p>Manage Dashboards in Public Folders also includes these
                permissions:</p><a name="analytics_sharing_enable__ul_opn_d13_blb"><!-- --></a>
              <ul id="analytics_sharing_enable__ul_opn_d13_blb">
                <li>Create and Customize Dashboards</li>

                <li>Create Dashboards Folders</li>

                <li>Edit My Dashboards</li>

                <li>View Dashboards in Public Folders</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Legacy Folder Sharing" class="slds-cell-wrap" style="vertical-align:top;" headers="d72837e452 ">Manage Dashboards</td>

            <td data-label="Enhanced Folder Sharing" class="slds-cell-wrap" style="vertical-align:top;" headers="d72837e455 ">Edit My Dashboards AND Create and Customize Dashboard</td>

            <td data-label="What you can do with this permission in enhanced folder sharing" class="slds-cell-wrap" style="vertical-align:top;" headers="d72837e458 ">Edit, move, save, and delete dashboards that you create. Save your dashboards
              to a shared folder, even if you only have View access to the folder.</td>

          </tr>
          <tr class="">
            <td data-label="Legacy Folder Sharing" class="slds-cell-wrap" style="vertical-align:top;" headers="d72837e452 ">View All Data</td>

            <td data-label="Enhanced Folder Sharing" class="slds-cell-wrap" style="vertical-align:top;" headers="d72837e455 ">View Reports In Public Folders AND View Dashboards In Public Folders</td>

            <td data-label="What you can do with this permission in enhanced folder sharing" class="slds-cell-wrap" style="vertical-align:top;" headers="d72837e458 ">View the reports and dashboards in all folders except the private folders of
              other users.</td>

          </tr>
        </tbody>
      </table>

## Special Folders

The following folders are equivalent in legacy folder sharing and enhanced folder sharing. Only the names are different. Users who have access to the legacy folders continue to have the same access after the upgrade to enhanced folder sharing.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:41%"> <col style="width:59%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Folder Name in Legacy Folder Sharing</td><td class="slds-cell-wrap" style="vertical-align:top;">Folder Name in Enhanced Folder Sharing</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Unfiled Public Reports</td><td class="slds-cell-wrap" style="vertical-align:top;">Public Reports</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">My Personal Custom Reports</td><td class="slds-cell-wrap" style="vertical-align:top;">Private Reports</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">My Personal Dashboards</td><td class="slds-cell-wrap" style="vertical-align:top;">Private Dashboards</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Company Dashboards</td><td class="slds-cell-wrap" style="vertical-align:top;">Company Dashboards</td></tr></tbody></table>

## What Happens with Enhanced Folder Sharing Enabled?

When enhanced folder sharing is enabled,

- All users get View access to the report and dashboard folders that are shared with them.
- Users with Manage Reports in Public Folders or Manage Dashboards in Public Folders can manage all dashboard or report folders (except for others’ private folders) even if no folder is explicitly shared with them or they have only View access.
- Users who don’t get Edit My Reports or Edit My Dashboards permission as part of the upgrade can no longer edit the reports and dashboards in folders that are shared with them. To restore edit access, a company admin who has Manage Reports in Public Folders or Manage Dashboards in Public Folders permission can assign Manage access to users for particular folders. Those users can then assign View, Edit, or Manage access to those folders to other users.

Changes in Folder Access

The following table summarizes the changes in folder access when enhanced folder sharing is enabled.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:41%">
          <col style="width:59%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d72837e669"> For a legacy folder that has read-only or read-write public access and
              is...</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d72837e672"> The following occurs after upgrading to enhanced folder sharing</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="For a legacy folder that has read-only or read-write public access and is..." class="slds-cell-wrap" style="vertical-align:top;" headers="d72837e669 ">Accessible by all users</td>

            <td data-label="The following occurs after upgrading to enhanced folder sharing" class="slds-cell-wrap" style="vertical-align:top;" headers="d72837e672 ">
              <p>The folder is shared with the public group All Internal Users. The group has
                View access to the folder. </p>
              <p style="margin-bottom:0;">If the Customer Portal is enabled in your org, then
                All Customer Portal Users and All Partner Portal Users also get View access to the
                folder.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="For a legacy folder that has read-only or read-write public access and is..." class="slds-cell-wrap" style="vertical-align:top;" headers="d72837e669 ">Hidden from all users</td>

            <td data-label="The following occurs after upgrading to enhanced folder sharing" class="slds-cell-wrap" style="vertical-align:top;" headers="d72837e672 ">The folder isn’t shared with anyone. Users with View Reports in Public Folders
              or View Dashboards in Public Folders permission can view the folder contents. Users
              with Manage Reports in Public Folders or Manage Dashboards in Public Folders
              permission can edit and manage the folder.</td>

          </tr>
          <tr class="">
            <td data-label="For a legacy folder that has read-only or read-write public access and is..." class="slds-cell-wrap" style="vertical-align:top;" headers="d72837e669 ">Accessible only to specified Public Groups, Roles, and Roles and
              Subordinates</td>

            <td data-label="The following occurs after upgrading to enhanced folder sharing" class="slds-cell-wrap" style="vertical-align:top;" headers="d72837e672 ">The folder is shared with each group and role. The groups and roles receive
              View access.</td>

          </tr>
        </tbody>
      </table>

## Examples

These examples show how enhanced folder sharing works relative to legacy folder sharing.

Example 1: Restoring Edit Access to a Report or Dashboard

In legacy folder sharing, Sally had the user permissions Manage Dashboards and View All Data, but Tim had only View All Data. Sally and Tim built a dashboard that’s saved in a Read-Write folder. With enhanced folder sharing, Sally automatically has the user permissions Manage Dashboards in Public Folders and Create Dashboard Folders. Tim only has the user permission View Dashboards in Public Folders. Sally can view and edit the dashboard that she and Tim created, but Tim can only view it. Because Sally has Manage access to the folder, she’s able to grant Edit access to him. The two can now continue to collaborate on the dashboard.

Example 2: Uninterrupted Edit Access

Tara had the user permission Manage Dashboards in legacy folder sharing. She created and saved a dashboard in a read-write folder. In enhanced folder sharing, Tara has the user permission Edit My Dashboards. She’s still able to edit her dashboard in the folder even though she has only View access. She can also save any new dashboards that she creates in the folder. But she can’t edit anyone else’s dashboards that are saved in the folder.

#### See Also

- [Compare Access Levels for Report and Dashboard Folders](https://help.salesforce.com/s/articleView?id=analytics.analytics_folder_access_chart.htm&release=264.0.0&type=5 "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.")
- [Access Levels for Report and Dashboard Folders](https://help.salesforce.com/s/articleView?id=analytics.analytics_folder_access.htm&release=264.0.0&type=5 "Each user, group, or role can have its own level of access to a report and dashboard folder. Viewers can see the data. Editors can determine what data is shown. Managers can control access.")
- [User Permissions for Sharing Reports and Dashboards](https://help.salesforce.com/s/articleView?id=analytics.analytics_sharing_permissions.htm&release=264.0.0&type=5 "Each level of access to a report or dashboard folder consists of a combination of user permissions. As an administrator, you can further fine-tune users’ access to dashboards and reports by assigning or removing one or more permissions.")