Answer for your first question (For non public folder dashboards) Go to that dashboard stored dashboard Folder >> Click Share option then you can mention the user / Role / Roles and internal subordinates options to share the dashboard into other users with access as View, Editor and Manager. Answer for your Second question
Can a running user view the dashboard in Salesforce?
From the Salesforce Help: Users with this license can only view dashboards if the running user also has the same license. What is a 'Running User' you might ask, well take a look at the following screen shot:
What are the limitations of the Salesforce dashboard license?
One of the limitations to this license is that in order for them to see a dashboard the 'Running User' needs to be of the same type (meaning it can't be an Administrator). From the Salesforce Help: Users with this license can only view dashboards if the running user also has the same license.
Can I create a dashboard with login as an admin user?
Remark: This does not work for an Admin User with login as. The Dashboard can only be created, with a user, which is logged in directly with username and password.
What is a dashboard and why do you need one?
Dashboards are great way of giving your organization an overview of how exactly the company is performing as a whole and how each agent is performing individually with intuitive graphs and charts.
How do I share a Salesforce dashboard with another user?
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 view dashboard as another user in Salesforce lightning?
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. Click Save. Then, from the Dashboard Builder, click Save again.
Why can't a user see a dashboard in Salesforce?
It says, "Users with a Salesforce Platform or Salesforce Platform One user license can only view a dashboard if the Running User of the dashboard also has the same type of user license. They cannot edit or create new dashboards." This could be your problem.
How do I assign a dashboard to a user in Salesforce lightning?
Add Dashboards to the Lightning Experience Home PageFrom Setup, enter "App Builder" in the Quick Find box, then select Lightning App Builder.Click New.Choose where to embed the dashboard. ... Click Next.Give your app page or home tab layout a label, then click Next.Choose a page template, then click Finish.More items...
Who can see the dashboard 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.
How do I run a dashboard as a user logged in?
Go to your app and start creating a report by clicking on New Report.Select Dashboard as your report type.Add the Filter in the report as – Dashboard running user = Run as logged-in user, let authorised users change running user.Click apply and run report.
When you specify a single running user of a dashboard that user?
When you specify a single running user of a dashboard, that user: Determines which data is displayed on the dashboard, due to the user's security settings.
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.
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.
How do I assign a dashboard to a specific user in Salesforce?
Choose a Running User in Salesforce ClassicEdit a dashboard.Click. ... Choose a running user setting. ... Optionally, select Let authorized users change running user to enable users with permission to change the running user on the dashboard view page. ... Click OK.In the View dashboard as field, enter a running user.More items...
How do I show the dashboard on my homepage in Salesforce?
Salesforce Classic: Go to Setup-> App setup ->customize-> Home -> Home page layout -> DE Default, Click 'Edit' and check the 'Dashboard snapshot' checkbox and click 'Save' button.
How do I pin a dashboard in Salesforce?
Keep Favorite Report Folders in ViewIn the list of report and dashboard folders, hover over any folder, then click .Select Pin to top. Your folder moves to the top of the folders list.