Click on my settings. Go to Personal=>Grant Account Login Access. We can provide grant access to your company administratorand Salesforce.com support.
- 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.
How to grant access to your company administrator and Salesforce support?
Go to Personal=>Grant Account Login Access. We can provide grant access to your company administratorand Salesforce.com support. Click on change buttonand select required number of days to provide access.
How do I grant access to my own reports?
Add any existing reports, to whichyou would like to grant access, to that folder. Create a new public group with the specific users who need access. Include yourself in that list of users.
What is Grant login access in Salesforce?
Grant login Access in salesforce.com provides a way to login in to customers and users account using our login credentials for a specific time period by an administrator. We can grant login access for the following time periods.
What access do users have to the report and dashboard folders?
All users have at least Viewer access to report and dashboard folders that have been shared with them. (Some users may have administrative user permissions that give them greater access.)
How do I give someone access to a report 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 give access to reports folder in Salesforce?
Sharing Content with Other UsersNavigate to the Reports tab.Select All Folders listed on the left-hand side. ... Click the carrot on the far right of the row with your Report 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.
Who can access reports in Salesforce?
Each user, group, or role can have its own level of access to a report and dashboard folder. Viewers can see the data. Editors can determine what data is shown. Managers can control access.
Can Admin see private reports in Salesforce?
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 control access to reports 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.
Can you share a report 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.
Why can't a user see a report in Salesforce?
Check the Field Level Security of the Lookup or Master-Detail Relationship field to ensure that your Profile has visibility to that field. Without visibility into that specific field, you will not have the ability to view the relationship that it contains and thus not able to run the report.
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 enable reports in Salesforce?
Classic View:From Set-up, find the Build section (along the left-hand panel)Expand the Create menu option and select Objects. ... From this view, select Edit for any custom object required for reporting.Under the Optional Features section, enable the "Allow Reports" option, and Save.More items...•
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.
How do I query a private report in Salesforce?
Query from Private folders You need to have this permission Manage all private reports and dashboards, then you can query dashboard and report in Private folder. You also need to add 'allPrivate' query scope to find Reports and Dashboards in private folders.
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.