It may have been shared through Salesforce sharing, by creating a file link and sharing the link, posting the file to a feed on a record (as opposed to a public feed), or publishing it to a private library. Administrators with the "View All Data" or "Modify All Data" permission can also find and view the file. File Shared with Your Company
Full Answer
Can you share a private folder in Salesforce?
Notes about folder sharing: When you save a report or dashboard, it goes by default into your private reports or dashboards folder. To save to a public or custom folder, select the folder in the Save dialog box....Required Editions.Salesforce ClassicLightning ExperienceMy Personal DashboardsPrivate Dashboards2 more rows
Can Salesforce admins see private reports?
No, you can't. a User's Personal Provate Folder can't be seen by anyone (including Super-Duper Admin Power Users).
How do I give someone access to a folder in Salesforce?
On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Internal Users.Find the user you want, click Share, and choose an access level.Click Done, review your changes, and click Close.
How do I restrict access to a folder in Salesforce?
When the user adds a prospect to a list from Salesforce, the user doesn't see Lists 1 and 2.Open the folders page. ... Find the folder you want to limit access to.Click the gear icon, and select Permissions.Select which groups can access the folder's contents.Save when finished.
What is private folder in Salesforce?
A private folder is a special folder available for each Salesforce user, and is also known as the My Personal Custom Reports folder for a report folder. For dashboards, it is called My Personal Dashboards (in Classic), or Private Dashboards (in Lightning Experience).
How do I hide folders in Salesforce?
Hello Lucy, yes you can hide report folders. If you hover over the name of the report folder you will see the down arrow, click on the arrow and select "Edit". You can select "This folder is hidden from all users".
How do I change folder permissions in Salesforce?
Choose a Public Folder Access option. Select read/write if you want users to be able to change the folder contents. A read-only folder can be visible to users but they can't change its contents. Select an email template and click Add to store it in the new folder.
How can a system admin grant users access to dashboards?
Grant Users Access to Reports and DashboardsClick. ... In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.
How do I create a private report folder in Salesforce?
Click Create New Folder or Edit from the Documents tab or the Classic Email Templates Setup page.Enter a Folder Label . ... Choose a Public Folder Access option. ... Select an email template and click Add to store it in the new folder. ... Choose a folder visibility option: ... Click Save.
How do I restrict access to Salesforce reports?
Click Edit in the Organization-Wide Defaults area. To allow users to view reports based on standard report types that can expose data of users to whom they don't have access, select the Standard Report Visibility checkbox. Or, to hide these reports, deselect this checkbox. Click Save.
What are the three access levels you can grant to report and dashboard folders?
Three access levels for each folder: view, edit, and manage.
How do I restrict access to a Salesforce dashboard?
Access Level Permissions to Access Read-Only Folders Permissions to Access Read/Write Folders Read “Run Reports” “Run Reports” Write New All of the following: “Run Reports” “Manage Dashboards” “View All Data”
The basics of sharing
There are three different ways to share content with other people, and all of them are available through the “Share” button at the top right corner of your document window.
Sharing with people outside of your organization
Collaboration isn't just about what happens on your team. That's why we've made it as easy to share with people outside of your company as it is to share within it. Here's how, always starting from the “Share” menu:
A little more about sharing links with external users
An external user’s permissions level is dependent on having a account:
Using Restricted External Sharing
If your company is using Quip Enterprise Tier, it has the option to disable external sharing, or to restrict external sharing to an allowlist of permitted collaborators. If your company has enabled this setting, you won't be able to share documents with anyone outside your company, unless your administrator has added them to the allowlist.
A note about shared folders
Say you’d like to share a nested sub-folder with an individual without providing access to the entire top-level folder. Yikes, sounds more like inception than document sharing. Take a deep breath, keep calm — here’s how to do it:
How do I request access to something I don't have access to?
Occasionally, you'll find yourself following a link to a document you don't have access to. Don't fret! If you want to request access, it's easy enough to do so. Just click the “Request Access” button that shows up when you try to visit the link.
How do I remove access to a document, spreadsheet, folder, or chat room?
The best way to un-share something depends on how you shared it in the first place.
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