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Felix Hughes-Morgan

Edit Dashboards Created by Different User (With Manage/Edit Permissions)

Operational Dashboards

Currently you cannot edit a dashboard if it was created by somebody else, even if you have Manage/Edit Dashboards permissions. The Knowledge Article on this topic states: "Note: If the "Edit" button appears for a dashboard the user didn't create, the "Insufficient Privileges" message will display when the user attempts to edit the dashboard."

In this case, you can make all the edits without interruption, but when you try and save your changes, it will show you the 'Insufficient Privileges' message.

This means that it isn't possible to have a dashboard that mulltiple users can edit and update unless you have the 'View All Data' permission enabled for the profiles concerned. This does not work if there are any limitations on what different users should be able to see.

It would be useful to be able to manage and edit individual dashboards jointly amongst users without having to give them permission to see all data.

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Laura Herrera - 5 days ago

How many votes does it take to get something like this fixed?
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Eric Kintzer - 25 days ago

View All Data nor Manage Dashboards in Public Folders as workarounds grant too much access to users. Why should users in the company's Customer Success team be able to see dashboards/data in the sales/BD dashboards?

If a shared dashboard folder, say for Customer Success team, why shouldn't designated members of said team not be able to edit dashboards created by any one of the team?

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Deepika Duvuru - 1 month ago

When can we get this feature fixed/delivered?
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Terry Tang - 1 month ago

This is super inconvenient! As a user, if I need to manage the dashboard, I have to share the reports with dashboard creators first and then ask them to put it on for me. Then what is the point of assigning sharing level?

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Cédric SORET - 2 months ago

What are you waiting for to fix that? What a time loss.
- Flag
Cale Brewster - 2 months ago

This has to be a mistake. Please fix it so we don't have to keep managing dashboards that we've tried to turn over to users.
- Flag
Jeffrey Dodd - 2 months ago

This is pretty limiting - and seems a bit illogical. Please make this possible!
- Flag
Bruce Perry - 2 months ago

It's a simple case. We'd like to be able to manage sharing so that people with edit or manage access to a folder can edit the dashboards in the folder.
- Flag
Jonathan Bissell - 3 months ago

Shocked that this isn't basic functionality.

Any suggestions on how to scale the dashboard management side of the business with only one user being able to edit dashboards?
- Flag
Kav De Silva - 3 months ago

Pretty silly that this isn't an option.
Would be great if this could be added in the next release.
Just contributes to all sorts of confusion and dupes.
- Flag

Timothy White - 3 months ago

Thank you Jim!
Myself and many other users and organizations feel strongly that this is an issue worth taking a look at. Hopefully if we can generate enough up-votes for this change to happen then Salesforce will make the necessary alterations, but unfortunately until then I've been told that it will not happen.

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Jim Minichiello - 3 months ago

Salesforce, if I grant any User or Role the "Manager" sharing permission on a Dashboard folder, then I want them to be able to edit EVERY Dashboard in that folder. Period.

I don't want to give them the "Manage Dashboards in Public Folders" permission, because that shwos them every public folder in the system and throws all of my folder sharing rules out the window. Same with the "View All Data" permission.

By granting those two permissions, now I've given a User the ability to edit Dashboards that they're not even supposed to see.

Your Dashboard and Reports folder sharing system is broken. There's no other way to say it. You are providing your entire customer base with a broken solution.

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Quentin HENNEBELLE - 4 months ago

Totally agree with the last comments. Makes no sense regarding the offical documentation, and the "View all data" workaround is a sharing-breaking beast...
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Ophélie Gorizian - 6 months ago

Totally a non-sense ...
Thus, as Aaron mentionned, the official Salesforce documentation that that YOU CAN actually edit a dashboard if you have "Managed Dashboards in Public Folders" autorization.
But it does not work like it is written ...

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Aaron Mattern - 6 months ago

To further add to the confusion, if you set the person (without view all data permissions) as the run as user, they can then edit the dashboard.

The documentation is also contradictory, and incorrect. If you look here: https://help.salesforce.com/articleView?id=dashboards_view_as.htm&type=5 It says that if enhanced folder sharing is being used, the user should only need Manage Dashboards in Public Folders permission, not View All Data.
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Felix Hughes-Morgan

2 years ago

2,090 Points Open

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