Required Editions and User Permissions.
- 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. Then, search for the user or profile that you want to set permissions for.
- Set the permissions that you want to grant to your user or profile. Then, save your changes.
Full Answer
How do I set up field permissions in Salesforce?
Field permissions specify the access level for each field in an object. From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets, or enter Profiles in the Quick Find box, then select Profiles.
How do I change the field permissions for an object?
Select a permission set or profile. Permission sets or enhanced profile user interface—In the Find Settings... box, enter the name of the object you want and select it from the list. Click Edit, then scroll to the Field Permissions section.
What are library permissions in Salesforce?
Library permissions provide the different levels of library access that are required for most organizations. Here’s how to add new permissions and edit existing ones. To create or edit library permissions in Salesforce CRM Content, from Setup, enter Content Permissions in the Quick Find box, and select Content Permissions.
How do I set up permission sets and profiles?
From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets, or enter Profiles in the Quick Find box, then select Profiles. Select a permission set or profile.
How do I grant permissions to a folder 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 manage access to a folder in Salesforce?
Required Editions and User Permissions To access report and dashboard folders, click the Reports or Dashboards tab. To access document folders in Salesforce Classic, click the Documents tab. To access library folders in Lightning Experience, click the Files tab, and then click Libraries.
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.
How do I make a folder read only 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 do I create a private 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 give access to my Salesforce dashboard folder?
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 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".
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 grant a report Access folder to an existing public group?
Create a new public group with the specific users who need access. Include yourself in that list of users.Go to the Reports Tab.Click the new folder icon and create a new Report Folder. ... Add any existing reports, to whichyou would like to grant access, to that folder.
How do I make a user access read only in Salesforce?
Salesforce Classic:Click on Setup | Manage Users | User.Open the user record and navigate to 'Permission Set Assignments' section.Open the Permission Set assigned and go to System permission.Deselect the option 'Edit Read Only Fields'Save.
How do I create a read only access user in Salesforce?
Original Profile InterfaceFrom Setup, in the Quick Find box, enter Profiles.Select Profiles.For the "Read Only" profile, click Edit.Edit the permissions.Click Save.
How do I enable enhanced folder sharing in Salesforce?
In order to enable Enhanced Folder Sharing before the Spring '22 release, follow these steps:From Setup in Salesforce Classic, enter 'Folder Sharing' in the Quick Find box.Select Folder Sharing.Select Enable access levels for sharing report and dashboard folders.Click Save.
What happens if a folder does not have manager access?
If a folder does not have Manager access, it is public, and users with the “View Reports in Public Folders” permission can view it. Depending on their object access, these users can also run the report. (1) Share your folder by user, by user group, or by role.
How to enable others to use a report or dashboard?
To enable others to use a report or a dashboard, share the folder it is in. Give each user, public group, or role the degree of access to the folder that makes sense for them.
Do all users have access to dashboard?
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.) Editor Access to Report and Dashboard Folders.
What Are Roles All About?
As Linda Rosenberg, Cloud Kick’s administrator, learned on her first day, in Business Manager a role is a group of permissions that you grant to set of users. Users can have multiple roles. Business Manager comes with sample roles, such as the administrator role that’s assigned to Linda.
Module Permissions
You grant module permissions in the context of a site or organization, depending on the module’s functionality. For example, if you have users who manage orders in the context of a site, you grant them permission on the Ordering module within that site’s context.
Functional Permissions
Functional permissions grant the user the ability to perform certain tasks. For example, Linda can specify that a role can allow users to:
WebDAV Permissions
Linda occasionally needs to grant access to WebDAV folders to developers. These folders can contain code or data such as:
Add a Role
The Cloud Kicks site already has the following roles and assigned permissions.
Assign Locale Permissions
Linda now assigns permissions on the English locale to the merchandising role. Traude needs this permission so she can view or edit localized English attributes and create English storefront data.
Assign WebDAV Permissions
Next, Linda’s manager asks her to add WebDAV permissions to the existing developer role. Here’s what she does.
