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SandrineSandrine 

Report folder acess setting

Helloo,

How is it possible to give read aces for Report folde to certain users and read write acess to certain users
 
Best Answer chosen by Sandrine
Amit Chaudhary 8Amit Chaudhary 8
Share a Report or Dashboard Folder

To enable others to use a report or a dashboard, share the folder it is in. Give each user, public group, or role the degree of access to the folder that makes sense for them.

To give someone access to a folder, you must have either Manager access to that folder, the “Manage Reports in Public Folders” permission (for report folders), or the “Manage Dashboards in Public Folders” permission (for dashboard folders).

If a folder does not have Manager access, it is public, and users with the “View Reports in Public Folders” permission can view it. Depending on their object access, these users can also run the report.
(1) Share your folder by user, by user group, or by role.
(2) Choose the access level you want each user, group, or role to have.
(3) Stop sharing the folder with the user, group, or role.

Please check below link for more detal
https://help.salesforce.com/HTViewHelpDoc?id=analytics_share_folder.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=analytics_share_folder.htm&language=en_US)

Please let us know if this will help you

Thanks
Amit Chaudhary

All Answers

Neetu_BansalNeetu_Bansal
Hi,

When you open Reports tab, there will you find the sharing settings for the user, you can individually assign the access there. You can see the share option on Reports folder as below:
User-added image
Click on the share and you can assign access individually. Let me know if you need any other help.

Thanks,
Neetu
Amit Chaudhary 8Amit Chaudhary 8
Yes you can do. In sharing rule in need to assign Viewer permission to user

User-added image
Please check below post for more information
https://help.salesforce.com/apex/HTViewHelpDoc?id=access_report_folders.htm
https://help.salesforce.com/HTViewHelpDoc?id=analytics_share_folder.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=analytics_share_folder.htm&language=en_US)

Viewer Access Levels to Report and Dashboard Folders
With Viewer access you can see the data in a report or dashboard, but you can’t make any changes, except by cloning it into a new report or dashboard. All users have at least Viewer access to report and dashboard folders that have been shared with them. (Some users may have administrative user permissions that give them greater access.)
Editor Access to Report and Dashboard Folders
When you are an Editor on a folder, you can view and modify the reports and dashboards it contains, and move them to and from any other folders you have Editor or Manager access to.
Manager Access to Report and Dashboard Folders
With Manager access, you can do everything Viewers and Editors can do, plus control other users’ access to it, change its properties, or delete it.
 
SandrineSandrine
User-added image

Hello,

I have below message, Does the sharing rule should be created after tickibng this box and also,
Will it have any effect on other things
SandrineSandrine
Hello,

I am system admin. But I am still not gettting where to start with.
When i try to edit folder, I only have option to to select roles and acess level.
 I am not able to do at individual level.
SandrineSandrine
On the Reports tab, click Sharing Settings on a folder.
I dont get this option. I only have edit option
Amit Chaudhary 8Amit Chaudhary 8
Share a Report or Dashboard Folder

To enable others to use a report or a dashboard, share the folder it is in. Give each user, public group, or role the degree of access to the folder that makes sense for them.

To give someone access to a folder, you must have either Manager access to that folder, the “Manage Reports in Public Folders” permission (for report folders), or the “Manage Dashboards in Public Folders” permission (for dashboard folders).

If a folder does not have Manager access, it is public, and users with the “View Reports in Public Folders” permission can view it. Depending on their object access, these users can also run the report.
(1) Share your folder by user, by user group, or by role.
(2) Choose the access level you want each user, group, or role to have.
(3) Stop sharing the folder with the user, group, or role.

Please check below link for more detal
https://help.salesforce.com/HTViewHelpDoc?id=analytics_share_folder.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=analytics_share_folder.htm&language=en_US)

Please let us know if this will help you

Thanks
Amit Chaudhary
This was selected as the best answer
Mahesh sfdc 5Mahesh sfdc 5
 Is there a way to create a report folder that is not a public folder (so we don't have to touch permissions)?
Deepu BDeepu B

Hi Amit & Folks,

I have an issue with sharing report folders.
I don't have the option to share the report even i have all repor & Dashboard acess and i am the Admin. What else access i need to see the share option here.

User-added image

Thanks in Advance
Deepu B

AJ Brown 2AJ Brown 2
My issue is that the Share setting on each report folder don't seem to be working.  I created a new report folder, added two users to the folder, however it it still showing up in the list and accessable by the entire organization.  How can I fix this?