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I have a the following requirements:

  1. profile A which does not create any reports and dashboards, and other users cannot share with this profile, even if they do share this profile cannot read those shared with it.
  2. profile B which does not create any reports and dashboards, but other users can share with this profile, and the profile can see those shared with it.
  3. profile C which does not create any reports and dashboards, but view all reports and dashboard.

I am not sure which combinations of profile permissions I need in order to fulfill the above requirements.

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    Welcome to SFSE. Please take our Tour, read How to Ask, and then edit your question to show the community what have you tried and where you are stuck – identigral Sep 4 at 16:57
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profile A which does not create any reports and dashboards, and other users cannot share with this profile, even if they do share this profile cannot read those shared with it.

  • Reports Tab: hidden
  • Dashboards Tab: hidden
  • Run Reports: false
  • Create and Customize Dashboards: false
  • Create and Customize Reports: false
  • View My Team's Dashboards: false

Note that technically reports and dashboards can still be shared to this profile, but they can't view reports or dashboards, so it's the same difference.

profile B which does not create any reports and dashboards, but other users can share with this profile, and the profile can see those shared with it.

  • Reports Tab: shown
  • Dashboards Tab: shown
  • Run Reports: true
  • Create and Customize Reports: false
  • Create and Customize Dashboards: false
  • View My Team's Dashboards: true

profile C which does not create any reports and dashboards, but view all reports and dashboard.

Not possible. You would need to give them administrative access to reports and dashboards to view all reports and dashboards, and at that point, they would also be able to edit and delete those items as well. There's no permission for "view all dashboards and reports" that does not also include the right to manage those items.

| improve this answer | |
  • in addition to Create and Customize Reports there is also Create and Customize Dashboards, this should be false also right? – nSv23 Sep 7 at 7:52
  • @nSv23 Right. I overlooked that one. – sfdcfox Sep 7 at 13:29

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