From Setup, enter Analytics in the Quick Find box, then select Settings. Select Enable dashboard designer, and then click Save. For each user that builds dashboards, assign the “Create and Edit Analytics Dashboards” user permission to them.
- Click. ...
- 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.
What is a Salesforce administrator’s role?
As Salesforce Administrators it is our responsibility to keep track of all the great new features which are added in each new Salesforce release, and as needed, grant permissions via Profile or Permission Set. It can be helpful to first define groups of users and their specific needs for Reports and Dashboards.
How do I manage report and dashboard permissions?
Simply look under System Permissions on a particular Profile to see what Report and Dashboard permissions are checked, and adjust if needed. Managers often consume more information in Reports and Dashboards than users, but it’s still best to give them the ability to create so that we can drive adoption vertically in the company.
How to set up dynamic dashboards in Salesforce classic?
Set Up Dynamic Dashboards in Salesforce Classic Equivalent Fields in Dashboard Filters Data Settings for Dashboard Bar and Column Chart Components Expand Dashboard Components to See a Larger Version in Lightning... Data Settings for Dashboard Line Chart Components Provide Individualized Views of a Dashboard in Salesforce Classic...
Should managers be able to create reports and dashboards?
Managers often consume more information in Reports and Dashboards than users, but it’s still best to give them the ability to create so that we can drive adoption vertically in the company. For example, we might want to give managers the ability to update Report and Dashboard Subscriptions for other users.
How do I allow someone to edit my dashboard in Salesforce?
0:002:30How to Assign Edit Dashboards Permission to a User - YouTubeYouTubeStart of suggested clipEnd of suggested clipThat well as the admin we're going to go into setup and we're going to add the permission. NowMoreThat well as the admin we're going to go into setup and we're going to add the permission. Now there's a couple ways to give alan the permission. One is to modify the 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...•
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.
How do I give someone access to my salesforce lightning dashboard?
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.
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.
What permissions can be assigned to allow dashboard visibility?
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.
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 change folder permissions in Salesforce?
In Salesforce Maps, click Layers | Saved.Select Corporate.Right-click the folder that you want to set permissions for. Then, click Edit Permissions.To add a permission, click Create New | User or Create New | Profile. ... Set the permissions that you want to grant to your user or profile.
How do I give someone access to my Jira dashboard?
You can edit the details for your dashboard, and restrict or share with other users according to the permissions that are set.Choose the Jira icon ( or ) > Dashboards.Choose your dashboard in the sidebar and click more (•••) > Edit and share.Edit the settings and click Save.
Can you share a private dashboard in Salesforce?
You can share a report or dashboard folder with up to 25 users, groups, roles, or territories from the UI. To share a folder with up to 500 users, groups, roles, or territories, use the folder sharing REST API. next to the New Folder button, and select Share.
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 share a dashboard in service now?
Navigate to Self-Service > Dashboards.Select the dashboard that you want to share from the dashboard picker on the top left.Click Sharing ( ) to open the sharing panel.Click Add groups and users ( ). ... Start typing the name in the To field.Select a user, group, or role from the list that displays.More items...•
What is dynamic dashboard?
Dynamic Dashboards are also a great feature for managers that require someone to create and then special Permission to use. They allow us to change the Running User on certain Dashboards. For example: a VP of Sales can run the same Dashboard as each one of her sales reps.
Is the System Administrator Profile always up to date?
As the System Administrator Profile is always kept up to date with Report and Dashboard permissions there isn’t anything more to do but monitor release notes to understand what is available.
Do managers consume more information in dashboards?
Managers often consume more information in Reports and Dashboards than users, but it’s still best to give them the ability to create so that we can drive adoption vertically in the company. For example, we might want to give managers the ability to update Report and Dashboard Subscriptions for other users.
