Enhanced Folder Sharing grants fine-grained access to reports and dashboard folders and offers the following benefits:
Makes sharing concepts more consistent with User,Role or Group Sharing
Allows sharing with individual users
Fine grained access level for each folder share (View, Edit, Manage)
Symmetric set of profile permissions for both reports and dashboards.
Enhanced Folder Sharing offers 3 access levels for Report and dashboards folders
Viewer:
View a folder in the folder tree
View all contents
Run Report, Refresh Dashboard
Editor:
Everything from Viewer access plus…
Edit all contents of a folder
Add contents to folder
Delete contents from folder
Manager:
Everything from Viewer access plus…
Edit all contents of a folder
Add contents to folder
Delete contents from folder
Manager:
Everything from Editor access plus…
Edit folder name
Edit/delete/remove shares
Enhanced folder sharing offers 5 symmetric profile permissions for reports and dashboards:
Manage Reports in Public Folders, Manage Dashboards in Public Folders
View Reports in Public Folders, View Dashboards in Public Folders
Create Report Folders, Create Dashboard Folders
Edit My Reports, Edit My Dashboards
Create and Customize Reports, Create and Customize Dashboards
For more detail of each permissions, please refer to User Permissions for Sharing Reports and Dashboards
For org created before Summer '13, when you enable Folder Sharing:
- All users in the organization by default get Viewer access to report and dashboard folders that are shared with them.
- The enhanced folder sharing does not have any impact on My Personal Custom Reports and My Personal Dashboards.
- For the reports in Unfiled Public Reports, user will be able to create new reports and edit any reports that they created.
- User will be able to edit any reports that user created.
- User will only be able to edit other people’s reports if they have Editor or Manager access to the folder.
If you had this permission in ‘old’ sharing
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You will get this permission in enhanced folder sharing
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Manage Public Reports AND View All Data
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Manage Reports In Public Folders
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View All Data
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View Reports In Public Folders AND View Dashboards In Public Folders
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Manage Public Reports
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Create Report Folder AND Edit My Reports
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Create and Customize Reports
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Create and Customize Reports
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Manage Dashboards AND View All Data
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Manage Dashboards In Public Folders AND Create Dashboard Folders
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Manage Dashboards
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Edit My Dashboards AND Create and Customize Dashboards
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Note:
- If you see mapping above, Manage Public Reports is translate into Create Report Folder AND Edit My Reports, so Edit My Reports permission is not so simple just to edit report you created, but it will allowed user to edit any reports in any folder user have access as Viewer.
- All user able to create and Save or Save As report into Unfiled Public Reports
- User able to edit report created by that user, even user only have Viewer access to the report.
Reference:
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