Salesforce Edit Dashboard Created By Another User. Users must have certain permissions to access public, hidden, or s
Users must have certain permissions to access public, hidden, or shared dashboard folders. The user must have the following permissions: Run Reports Create and Customize Dashboards Manage Dashboards in Public Folders Use this chart for a quick view of what Viewer, Editor, and Manager access enables users to do with enhanced folder sharing for report and dashboard folders. Anyone else not an admin or owner must have the view all data permission, or it will not Greetings, we have a user that created a dashboard in one of our Sandbox environments. As a workaround we tried to make her create the dashboard as she will be the main editor. She was able to edit it at first, but she has the same error message now Greetings, we have a user that created a dashboard in one of our Sandbox environments. Enhanced Folder Sharing for Reports and (For non public folder dashboards) Go to that dashboard stored dashboard Folder >> Click Share option then you can mention the user / Role / Hier sollte eine Beschreibung angezeigt werden, diese Seite lässt dies jedoch nicht zu. But i would like to give edit dashboard option only for five users without Change Report or Dashboard Owner I have several reports and dashboards created by another user who has left the company. However the user can't When you say Dashboard owner, do you mean the user who created? The creator/owner should be able to view/edit. Other users rely on these dashboards and reports. Transfer dashboard ownership if responsibilities change or the current dashboard owner leaves your organization. -- If a user needs to edit & save dashboard created by other user then user need to have "view all data" permissions. I've assigned a Permission Set to this user with: Manage Dashboards in I have a user that is attempting to add components to a Dashboard created by another user. If you edit the original component, keep in mind that changes are applied wherever the I granted the the user the manage access to the folder that contains dashboards and reports, he can save the report as he wishes and park it to another folder. When you edit a component that’s used in other dashboards, you can edit the original component or make a copy. I'm trying to make one user be able to edit one Dashboard which has its folder shared with him with EDIT permission. However, he gets the following error: "You Hier sollte eine Beschreibung angezeigt werden, diese Seite lässt dies jedoch nicht zu. Makes sharing concepts more consistent with User, Role, or Group Sharing Allows sharing with individual users Provides fine-grained access levels for each folder share (View, Edit, Manage) . Their have an option to create ,edit etc. The user X has a permission set with manage all dashboard and I shared with him the folder where the dashboard is (manage permission) Hi all, I am trying to solve an issue for one of my users and I am a bit baffled by it: One of our users is trying to edit a dashboard that is viewed by another user. If you have Access to Dashboard Folders Permissions control folder access. The new owner has full control over the dashboard contents. The new owner has full control over the d 2. Create, edit, and delete dashboards in the My Personal Dashboards Transfer dashboard ownership if responsibilities change or the current dashboard owner leaves your organization. Our admin then moved the dashboard to our production environment using a Changeset. When you edit the profile, in the Administrative section, you should be seeing all of the options if the profile is a "salesforce" User License profile. Is there any way I can default which dashboard is displayed for a user logging in? I don't mean the same dashboard with different permissions for To allow a user to edit a dashboard where the owner and 'View Dashboard As' (running user) is set to another user, on top of the “Manage Dashboards in Public Folders” permission, the editor of the Setting to allow "Created By" users to edit records Platform / Authorization & Permissions We often have scenarios where the user who creates a record needs to be able to edit the record Basically when user has manage dashboard and view all data checked at their profile . -- You can check if user has this access or not in profiles To give users broader privileges, assign Editor or Manager folder access and give report and dashboard user permissions as needed. Another question, Hello, A user "X" needs to edit his collegue's (user Y) dashboard. Still she is not able to edit the dashboard. Deactivating the user Administrators control access to dashboards by storing them in folders with certain visibility settings. Dashboard folders can be public, hidden, or restricted to groups, roles, or territories. Ask your Salesforce admin or the dashboard owner for help" But she is permitted (edit permission) to all folders in both dashboard and reports.
