Security: Scenario 2 Solution

[ScenarioSolutionIntro]

[sc:ScenarioSolution ]

A permission set is suited to this scenario as permissions need to be granted (not revoked), and the core functionality of the users assigned to the current profile has not changed.  For instance, If the entire inside sales team were to be granted the export reports permission, then you would just update the profile accordingly.

[sc:ScenarioSolutionSteps ]

  1. Setup –> Manage Users –> Permission Sets.  Click New.
  2. Enter label “Export Reports”, Save.
  3. Search Export Reports, Select Export Reports, Click Edit.
  4. Check Export Reports, Save.
  5. Navigate to James Smith’s user record (Setup –> Manage Users –> Users).
  6. Under Permission Set Assignments, Click Edit Assignments, Add “Export Reports”, Save.
  7. Login as James.  Run a report and verify the permission export details button is present.

33 thoughts on “Security: Scenario 2 Solution”

  1. Just a quick logistical question I am sure there is a quick answer to…When you log in as James Smith (which is easily done), how do you then switch back to the administrator profile without having to log out and log in again?
    Is it necessary to sign out as James and Log in as the admin every time.

    Hope someone has an easy work around for this.

    On a side note the resources have been great so far. I’ve been using salesforce for 2 years and maintaining that it has way more functionality than we were utilising. Will definitely be passing some of my learning on to my old team.

    Thanks

  2. What is difference between “run report” and “export details” . Solved the scenario getting four buttons on the screen. 1. Run report 2. Hide details 3. Printable view 4. export details

    With export details i am getting it in 2 formats i.e Excel and .CSV. However when i click on run report i get no result. Why i am not getting any result neither the buttons to select date and all are working. Is there anything wrong in my set up..?

    1. As per my understanding Run report is the basic feature to run the report and view the records of report. Export details is used to export the data in csv or xls format in your local drive. Run report permission is mandatory if you have export report permission. If you unchecked run report permission, export report permission will also unchecked.

      To edit the select date button you need ‘create and customize report’ permission enabled.

      Hi John,

      I am facing one issue like as a system admin I have create a report in a new folder and share that folder with a role and give them ‘Editor’ access. But while I am login with a user having the same role and click on that particular report it give me ‘Insufficient privilege’ error. Could you please let me know what permission I am missing.

      Thanks

  4. Hi John, I am struggling with this scenario and have followed the steps and read other user comments. Not able to get James Smith his export function on reports.
    Will you be modifying this scenario? Thank you kindly.

  6. Hi John,
    Did not understand step 3 –> Search Export Reports, Select Export Reports, Click Edit.

    – Where do I search ( which tab) fro export reports. when I create a new permission set there is no search button in permission set.

    Appreciate some explanation.

  7. Hey John,

    Forgive me is someone has already asked this… In step 5 and 6 you seem to imply that the Permission set is assigned at the User level. I could not find a way of doing that. Isn’t the way to assign a permission set is by going to Manage Assignments on the Permission Set itself?

  10. Hi John – luckily I did manage to do this scenario on my own, but upon reading the solution above, for step 3, should it be mentioned that when you click edit on the “Export Report” permission settings, search for the System Permissions section and then look for Export Report and then check that box? 🙂

    1. Step 7 is listed with Export Details- ” Run a report and verify the permission export details button is present.”

      The permission itself is called “Export Reports” on the profile, but the button on the report page is called “Export Details”. Are you seeing something different?

  12. Could you simply enable/disable report builder if you wanted to meet the scenario requirement of not allowing reports. This is assuming you gave the users the Inside Salesteam profile. Thank you in advance.

  13. After step 3, should I click ‘Object Settings’ in the ‘Apps’ section?

    I did that and then clicked on ‘Reports’ to uncheck the ‘Export Reports’ but I don’t see ‘Object Permissions’ and ‘Field Permissions’. Help.

    1. You will need to click “System permissions” in the ‘System’ section. There you will find the “Export reports” tab to check.. Correct me if m wrong..

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