When Report Sender is installed it defaults to a public sharing model. But this doesn't work for all organizations, so read on to hear about how to customize the sharing settings.
Default Settings
By default, Report Sender has a public read/write sharing model. This means that if someone has permission to view Report Sender, they can view and modify all of the Report Schedules. We separate them into "All Report Schedules" and "My Report Schedules" tabs to avoid people accidentally editing someone else's schedule, but they still can.
When you install Report Sender you can choose who has access to it. We recommend that you choose the option to "Grant access to Admins only" and then use the permission set to grant access to other users. This way when we release new features you don't have to manually give people access to the new components. So if a user is an admin or has this permission set, they can see the Report Sender tab and they can edit any schedules that are in your org.
So what if you want to limit viewing or editing?
Customizing Sharing Settings
Since Report Schedules are stored in a custom object, you can use all of the standard Salesforce tools to modify how Report Schedules are shared within your org and this will change how things behave on the Report Schedule tab.
Limiting Edit Access
To keep people from editing other users' schedules, you can change the sharing settings to Private Read Only. Admins can follow these instructions:
Go to Setup > Sharing Settings
Click Edit next to Organization-Wide Defaults
Change the drop-down next to Report Schedules to Public Read-Only. Optionally, uncheck the box to grant access using hierarchies.
Now, users with the CloudAnswers Report Sender permission set can only edit their own schedules, but they can still see everyone's schedules.
Tip: System Admins, users with the Modify All Data permission, and users with the CloudAnswers Report Sender Admin permission set can still edit all Report Schedules.
Limiting View Access
If you want to prevent people from even seeing other users' Report Schedules, follow the steps above, but change the Sharing Settings in step 3 to Private.
If you do this, users will only be able to see their own schedules unless they are a system admin, have the view or modify all data permission, or have the CloudAnswers Report Sender Admin permission set.
Advanced Sharing
That's not all you can do! There are a few more ways to modify the sharing. For in-depth help, check out the Salesforce Help article on Sharing Settings or learn about sharing on Trailhead. But here are a few ideas to get you started:
If a team needs to be able to see or edit each other's schedules after you've changed the sharing settings to private or public read-only, then use sharing rules to share all records in that team.
If a manager needs to be able to see report schedules for their team members, make sure to leave the "Grant access using hierarchies" checkbox checked when you change the sharing settings.