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rajubalaji
how to give permission for unfiled public report folder for non admin users
Hi everyone,
If any one have idea please guide me and explain me on these issue.
My Question was:
How Can i will Provide unfiled public reports folder access & permission to create new reports for non-admin users.
So,please provide me and give my step by step for better understand.
Thanks Inadvance.
P.Balaji Karthik
If any one have idea please guide me and explain me on these issue.
My Question was:
How Can i will Provide unfiled public reports folder access & permission to create new reports for non-admin users.
So,please provide me and give my step by step for better understand.
Thanks Inadvance.
P.Balaji Karthik
Go to Setup In Quick Find Box Enter 'Permission Set'.
Create a new permission set. Click on New ---> Give Label --->Give API Name ----> In License Select 'Salesforce' ----> Save.
In Apps goto ---> Click On Object Settings ---> In Find Settings 'Report' and Open it. ---> Edit Tick Available and visible both.
In Find setting type 'System Permissions' ---> Edit it ---> Tick Edit My Reports, Create and Customize Reports, Create Report Folders,
Run Reports, View Reports in Public Folders.
Now Goto Setup In Quick Find Box Enter 'User'. Open the User you want to give permission. Below the user details, there is a related list of permission set edit is
Select the permission you recently created and Save.
I think it will be useful.
All Answers
By default unified public reports folder is Accessible by all users except for Community and Portal License Users.If the user is unable to create report in this folder try giving Manage Reports in Public Folders permission in the
profile of specific user.
Please refer below links which might help you further
(https://help.salesforce.com/articleView?type=1&mode=1&id=000327327)
(https://help.salesforce.com/articleView?id=analytics_sharing_permissions.htm&type=5)
Hope this helps you
If this helps kindly mark it as solved so that it may help others in future.
Thanks and Regards
Thanks For reply.But in my scenario is it possible to edit the permission for particular users to create new reports in this folder.
Here i have checked in profile of specific user to give manage report in public report but that option was not there.
Thanks Inadvance.
Go to Setup In Quick Find Box Enter 'Permission Set'.
Create a new permission set. Click on New ---> Give Label --->Give API Name ----> In License Select 'Salesforce' ----> Save.
In Apps goto ---> Click On Object Settings ---> In Find Settings 'Report' and Open it. ---> Edit Tick Available and visible both.
In Find setting type 'System Permissions' ---> Edit it ---> Tick Edit My Reports, Create and Customize Reports, Create Report Folders,
Run Reports, View Reports in Public Folders.
Now Goto Setup In Quick Find Box Enter 'User'. Open the User you want to give permission. Below the user details, there is a related list of permission set edit is
Select the permission you recently created and Save.
I think it will be useful.
To permit the non-admin user to access the unfiled public report folder access & permission to create a new report.
You have followed certain steps:-
1:- Go to Setup In Quick Find Box Enter 'Permission Set'.
2:- Create a new permission set. Click on New ---> Give Label --->Give API Name ----> In License Select 'Salesforce' ----> Save.
3:- In Apps goto ---> Click On Object Settings ---> In Find Settings 'Report' and Open it. ---> Edit Tick Available and visible both.
4:- In Find setting type 'System Permissions' ---> Edit it ---> Tick Edit My Reports, Create and Customize Reports, Create Report Folders,
Run Reports, View Reports in Public Folders.
5:-- Now Goto Setup In Quick Find Box Enter 'User'. Open the User you want to give permission. Below the user details, there is a related list of permission set edit is
Select the permission you recently created and Save.
6:-- Done.
I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.
Thanks and Regards,
Deepali Kulshrestha
www.kdeepali.com