Hands-on exercise for sharing report folders

Now, let us explain, step-by-step, how to share a report folder.

Use case: You would like to share the My First Report Folder folder with a user with the role as CEO with the level of access as Viewer, and to a Finance Manager, let's named it Jack Fin as folder Manager (you can use other usernames for this exercise). Assume the role CEO exists, and a user with the name Jack Fin has been created.

1. Navigate to the Reports tab.
2. Click on the report folder My First Report Folder created earlier, hover your mouse over the report folder name, and click on the pin icon, then on Share:
   
   
3. It will open a popup window; click on the Roles link, and then on the Share button next to CEO. Leave the access menu as Viewer, and click on the Done button to continue.

1. Next, click on the Users link, and look for Jack Fin. Click on the Shared button next to that user. The default access would be Viewer; click on the arrow next to it, and select Manager. Now click on the Done button to continue as shown in the following screenshot:

1. Click on the Close button to close the window.

In this hands-on exercise, you learned how to share a report folder with a user with Manager-level access, and with users in a role to view reports.