The Cloud Kicks Sales Team folder needs to be shared with the following:
•The CEO role, so that view access is granted
•The CEO's assistant, so that view, share, save, rename, and delete are granted
•The Sales Manager for each region, so that view and save are granted
How should the consultant configure sharing?
- Set the CEO role to View, the CEO's assistant user to Manage, and the Sales Manager role to Edit.
- Enable Manage Reports in Public Folders for the CEO role and its subordinates.
- Set the CEO role to View All, the CEO's assistant user to Modify All, and the Sales Manager public group to Create.
- Enable Manage access to the CEO role and subordinates and Manage access to the CEO's assistant profile.
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