Can a user edit a dashboard that they didn’t create?
NOTE: If a user sees the “Edit” button for a dashboard they didn’t create, the “Insufficient Privileges” message will display when editing. In organizations using enhanced folder sharing, users can edit some dashboard details and save the changes as the current running user of the dashboard.
How can users edit dashboard details in organizations using enhanced folder sharing?
In organizations using enhanced folder sharing, users can edit some dashboard details and save the changes as the current running user of the dashboard. They will be restricted to which details they can modify if they are not the running user of the dashboard.
Can a running user control the access to a dashboard?
NOTE: The Running User itself on a dashboard never controls anyone’s access to that dashboard, only the data it returns when run. Please do let me know if it helps you.
How do I enable reporting and dashboard folder sharing?
Please note that there are two distinct types of Reporting and Dashboard folder sharing. Please ensure that you are reviewing details specific to the version being utilized within your environment. Here you will find a setting called “Enable access levels for sharing report and dashboard folders.”
Who can edit a dashboard in Salesforce?
Users can edit some dashboard details and save the changes as the current running user of the dashboard. They will be restricted to which details they can modify if they are not the running user of the dashboard. To ensure complete access, the profile permission View All Data must also be granted.
Can a user edit a shared dashboard?
You can change the ownership of any user’s dashboard that will allow the new owner to edit and modify the dashboard.
Why a user is not able to edit a dashboard in Salesforce?
In order for Users to Edit Dashboards they did not create, they need to have the “View All Data” permission on their Profile.
What must you do to allow a user to edit your dashboard?
Allow users to View Dashboards and remove ability to Create, Edit and Save DashboardsClick Manage > Accounts.Click the namespace with Group or Role you want to customize.Go to Group or Role Properties > Customization tab.Click Features to customize.Expand Dashboard.Expand Navigation Bar > New.More items…•
What happens when you share a dashboard?
When you share a Dashboard via a template, you share only the settings for the Dashboard–you do not share any data. You can send the link to anyone with an Analytics account, and that person can then import the settings.
How do I change the owner of a Salesforce dashboard?
To change the running user of the dashboard you can click edit next to the dashboard search box, and once in the edit screen, you can change the running user in the upper right below the header.
Who can view a dashboard in Salesforce?
With the “View My Team’s Dashboards” user permission, the reader can view the dashboard as themself or as anyone beneath them in the role hierarchy. With the “View All Data” user permission, the reader can view the dashboard as anyone.
How do I assign a dashboard to a profile in Salesforce?
Drag and drop the Dashboard standard component into place. From the Dashboard drop-down list, choose a dashboard to embed. Optionally, specify a maximum height and choose to show or hide the dashboard if an error prevents it from loading. Click Save.
How do I give permission in Salesforce?
From Setup, enter Users in the Quick Find box, then select Users.Select a user.In the Permission Set Assignments related list, click Edit Assignments.To assign a permission set, select it under Available Permission Sets and click Add. … Click Save.
How do I share a dashboard in Salesforce?
Navigate to the Dashboards tab.Select All Folders listed on the left-hand side. … Click the carrot on the far right of the row with your Dashboard Folder name.Select Share from the dropdown.In the new popup window, Share with Public Groups or Users, View Access.Click Share, and then Done.
Who can edit reports in Salesforce?
When the user has access to a report folder, the user is able to store a new report to a report folder; even user accessibility to the report folder is only as Viewer. The user will also able to edit and delete reports created by that user in the public report folder, with the user access is Viewer.
What permissions can be assigned to allow dashboard visibility?
Following are the permission levels on the screen:Private: Dashboards/Folders can be accessed only by the owner and admin.Public – View: Everyone can read dashboards with this level of permission.Public – View & Edit: Everyone can read/edit dashboards with this level of permission.More items…•