Previously, we had created contacts to represent students in the college, and they are owned by a few of our regular Salesforce users, which are of the System Administrator (i.e., highest) level in our regular role hierarchy.
We also created reports on the students, but now we are having trouble getting the Gold Partner Portal users to run them.
Here are the details of this issue:
1. When the portal users attempt to view the report, they are not able to see it – they are getting an “insufficient access” error. It is impossible, as far as I can tell, for me to determine what specifically is causing that.
a. I have granted the portal users access to the Dashboard folder, given them the permission to Run Reports & Dashboards, have granted them access to the Visualforce pages on the dashboard, and have granted them access to the folder of reports that are used on the dashboard.
2. Possibly related: There are reports in the folder of reports that is used on the dashboard which they also apparently can’t run – “insufficient access”.
a. Also there are some reports that run but show no records.
I was thinking possibly this was an issue with Lead/Contact ownership and the Role Hierarchy, but I have not done anything with that previously. We used to have just our organization, and everyone had access to see all records, since we are very small. Does anyone know how I would assign ownership so that these reports would run, or if there is another possible solution I could try?
Hopefully you found an answer in the last 7 months, but in case anyone comes across this in the future, your Organization Wide Defaults for Sharing Settings must be set to Private for the portal reports to ever work. Do this, and all the other steps you mention above, and you'll be fine.
