The director of advancement at a small college requests report access for a dozen alumni volunteers who will call potential donors. The volunteers will use Customer Community Plus licenses. The consultant has set up a profile for the volunteers.
What should the consultant set up so the volunteers can create and edit reports as external users?

Question

The director of advancement at a small college requests report access for a dozen alumni volunteers who will call potential donors. The volunteers will use Customer Community Plus licenses. The consultant has set up a profile for the volunteers.

What should the consultant set up so the volunteers can create and edit reports as external users?

Mark David · Accepted Answer

Create a new role for the volunteers in the role hierarchy, and grant permissions to Create and Customize Reports.

Mark David · Answer

Enable the Create and Customize Reports, Report Builder, and Edit My Reports permissions on the Volunteers profile.

Mark David · Answer

Create a volunteer public group and a sharing rule that grants Read permissions to reports.

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