How to Share Dashboard Access in Salesforce

How to Give Access to Dashboard in Salesforce

Updated on:

May 25, 2026

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Use this interactive demo to learn how to share dashboard access with other users in Salesforce.

Quick summary

This demo shows how to grant dashboard access in Salesforce by navigating to the Dashboard tab and using the Share option to control user visibility. In just four steps, admins and users can manage dashboard folder permissions without leaving the Salesforce interface.

Steps

Open the Dashboard tab from the top menu or launch it via the App Launcher.
Select a dashboard and click its folder to open it.
Click the dropdown beside New Folder and select Share.
Modify the accessibility settings for other users, then click Done to save changes.

📌 Why this matters

Controlling who can view or edit dashboards in Salesforce is essential for maintaining data security and ensuring the right teams have access to the right insights. Salesforce dashboard sharing lets admins grant or restrict access at the folder level, making it easy to manage permissions across large organizations. Without proper dashboard access control, critical sales and service metrics can be hidden from the people who need them most. This feature helps teams collaborate more effectively by ensuring shared visibility into key CRM data.

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