User Permissions Needed To edit custom permissions: Manage Custom Permissions From Setup, enter Custom Permissionsin the Quick Findbox, then select Custom Permissions. Click Editnext to the permission to change.
Full Answer
What are user permissions in Salesforce?
User Permissions User permissions specify what tasks users can perform and what features users can access. For example, users with the “View Setup and Configuration” permission can view Setup pages, and users with the “API Enabled” permission can access any Salesforce API.
Can a user edit a report created by another user?
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. Without this permission, if user access to the report folder is Viewer, the user will not be able to overwrite a report stored in the public folder even if the report is created by that user. ...
What is the purpose of the report folder permission?
This permission allows the user to edit, move, save, and delete a report created by that user (not created by other users) in shared folders. 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.
How do I assign permissions to users?
When determining access for your users, use profiles to assign the minimum permissions and access settings for specific groups of users. Then use permission sets to grant more permissions as needed. This table shows the types of permissions and access settings that are specified in profiles and permission sets.
How do I change report permissions in Salesforce?
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 restrict access to reports in Salesforce?
Go to System Permissions and then uncheck 'View Reports in Public Folders' .
How do I manage user permissions 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 give someone access to a report type in Salesforce?
From Setup, in the Quick Find box, enter Sharing Settings , then select Sharing Settings. 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.
Who can modify access to report folders?
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.
How do I make a public report private 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.
Where do I find user permissions in Salesforce?
Required Editions In the original profile user interface, user permissions are listed under Administrative Permissions and General User Permissions. To view permissions and their descriptions, from Setup, enter Permission Sets in the Quick Find box, then select Permission Sets, then select or create a permission set.
How do I assign permissions to all users in Salesforce?
Required Editions and User Permissions Select the permission set that you want to assign to users. Click Manage Assignments and then Add Assignments. Select the checkboxes next to the names of the users you want assigned to the permission set, and click Assign.
What is modify all permission in Salesforce?
When you grant “View All” or “Modify All” for an object on a profile or permission set, you grant any associated users access to all records of that object regardless of the sharing and security settings.
Who can see private reports in Salesforce?
The reports or dashboards in a private folder are always invisible to everyone except the person who created the folder. The reports or dashboards in any folder that isn't private are visible to everyone who has permission to view the reports or dashboards.
Why can't a user see a report in Salesforce?
Make sure you have "Read" access to all the Objects the Report references. If any of the Objects are part of a Managed Package that requires licenses, check that you have an assigned license. If it is an Administrative Report, verify the "View Setup and Configuration" permission is on your Profile.
What options does an administrator have in customizing reports?
12.1- Describe the options available when creating or customizing a report (e.g., report type, report format, fields, summarizing data, filtering data, charting, scheduling, conditional highlighting)
What is a permission set in a profile?
In Profiles? In Permission Sets? Use profiles and permission sets to grant access but not to deny access. Permission granted from either a profile or permission set is honored. For example, if Transfer Record isn't enabled in a profile but is enabled in a permission set, she can transfer records regardless of whether she owns them.
Can a user have multiple permissions?
Every user is assigned only one profile, but can also have multiple permission sets. When determining access for your users, use profiles to assign the minimum permissions and access settings for specific groups of users. Then use permission sets to grant more permissions as needed. This table shows the types of permissions ...
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The Edit My Reports permission
The Edit My Reports permission requires Create and Customize Report permission too. This permission allows the user to edit, move, save, and delete a report created by that user (not created by other users) in shared folders.
