The Folder Sharing report show how all of your Content Workspaces, Dashboards, Reports, and Email Templates are shared with individual users, groups, and roles.
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Metazoa Snapshot Folder Sharing is a comprehensive solution that offers essential security reports. It gives users the ability to understand who has access to specific folders and files in a Salesforce organization.
Features
Folder Sharing Reports
The Folder Sharing Report feature displays various assets with folders on the left-hand side of the interface. Upon selecting one of these assets, the system generates a report that features:
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Folders: The folders associated with the selected asset are listed down the left-hand side of the report.
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Groups, Users, and Roles: The report shows different groups, users, and roles that share the folders, arranged across the top.
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Permissions: The report lists individual permissions in a matrix format. This matrix helps users identify which groups, users, or roles have access to specific folders and their level of permission (view, manage, edit).
For example, the report may display a group with three users that has view permissions for a particular content workspace.
Dashboard Folder Sharing
The system includes dashboards, showing all different groups and users that can share all your various dashboards, including the associated permissions.
Document Folder Sharing
For document folders, you can see all different users, roles, and subordinates who can share and see these document folders.
Email Template Folder Sharing
The report provides details about email templates for both lightning and classic, showing the template folders on the left and all your sharing information across the top.
Report Folder Sharing
This functionality shows all different report folders and the sharing information, such as who has rights to manage these folders. The details are organized by users, individual shares, and by roles and subordinates.
Reporting and Exporting
Once you have generated the required reports, you can choose specific ones by checking their corresponding boxes. These selected reports will appear in the final output, accessible in the 'Display Report' tab.
The system generates a roll-up of all your report information, which is easy to export in several formats, including CSV, PDF, HTML, or native Excel files.
Dashboard View
In addition to detailed reports, Metazoa Snapshot Folder Sharing offers dashboards that provide a summary of permissions for each asset type.
Conclusion
With the Metazoa Snapshot Folder Sharing feature, you will have vital security information at your fingertips, showing you who can access which files and folders in your Salesforce org. It is a critical tool for managing access and ensuring security within your organization.