Next, we are going to create a new permission set called Regional Admin. Users with this permission set will be able to create report folders and dashboard folders. Follow these steps for this exercise:
- Click on the Setup gear icon from the top-left menu.
- Click on Users from the left menu, then on the Permission Sets submenu.
- Click on the New button under the Permission Sets window to continue.
- For Label, enter Regional Admin. API Name will be auto filled when you fill the Label text box. It is always best practice to enter Description; for this exercise, type in Additional permissions for regional admin users.
- You can leave License as --None--, and click on the Save button. Consider ...