---
schema_version: "1"
id: 1bfa86e2986499de6ba187a23c71d0b09bdbf6c3a018a5eb5c12ca3b062dcd35
title: Share a Collection
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_home_collection_share.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_home_collection_share.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 777aa049fca135cd70412b06ab6ba999bcecd7e0d419a6c28d8bbe8b0cc3fc76
description: Curate a collection and share it with your colleagues to contribute content.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Share a Collection

Curate a collection and share it with your colleagues to contribute content.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong>, <strong>Enterprise</strong>, <strong>Professional</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Also available with CRM Analytics, which is available for an extra cost in <strong>Performance</strong>, <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d187496e69">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d187496e69 ">To use collections:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d187496e69 ">
              <dl>
                <dt style="font-weight:bold;padding-top:.25rem;">Enhanced Folder Sharing</dt>
                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Run Reports AND Create and Customize Dashboards</dd>
              </dl>
            </td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d187496e69 ">To access CRM Analytics items in a collection:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d187496e69 ">Use CRM Analytics</td>
          </tr>
        </tbody>
      </table>

1. Open a collection.
2. Click the **Share** button.
    
    ![Collection share button.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_home_collection_share.png)
3. Use the **Group** dropdown menu to filter your search by user, group, or role.
    
    ![Finding user.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_home_collection_share_2.png)
4. Type in a name in the **User** field. Click the match that it finds.
5. Assign a role by clicking the **Role** dropdown menu.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d187496e130">Collection Roles</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Collection Roles" class="slds-cell-wrap" style="vertical-align:top;" headers="d187496e130 ">Viewer</td>
                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d187496e130 ">View contents of the collection.</td>
              </tr>
              <tr class="">
                <td data-label="Collection Roles" class="slds-cell-wrap" style="vertical-align:top;" headers="d187496e130 ">Editor</td>
                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d187496e130 ">Add, remove, and reorder items in the collection.</td>
              </tr>
              <tr class="">
                <td data-label="Collection Roles" class="slds-cell-wrap" style="vertical-align:top;" headers="d187496e130 ">Manager</td>
                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d187496e130 ">Change sharing settings, edit collection properties, and delete the
                  collection.</td>
              </tr>
            </tbody>
          </table>
6. Click **Add**.
7. Click **Save**.