By default, Apsona uses a shared visibility model where single-step reports, multi-step reports, filters, and field sets created by any user are automatically visible to all users who have access to Apsona. This default setup is designed for collaboration but does not provide private ownership of reports.
To make reports private, enable fine-grained sharing by changing the Default Internal Access for the Apsona Item object to Private in Salesforce Sharing Settings. Once enabled, reports, filters, and field sets become visible only to the record owner and administrators by default.
For this setup to work correctly, standard users should not have View All or Modify All permissions on the Apsona Item object, since these permissions override sharing restrictions. In addition, a sharing rule should be created under Apsona Item Sharing Rules to share records where Item Type = config with all internal users, ensuring Apsona configuration records remain accessible. After applying these changes, clear the Apsona cache to refresh the sharing configuration.
Once reports are private, only administrators can manage sharing by default. If a non-admin user needs the ability to share reports or folders, they must be granted Manage Users and Modify All Data permissions. However, these permissions effectively provide administrator-level access within Apsona, including access to Apsona Item settings and sharing controls.
When implementing private report sharing, always review object permissions carefully, as elevated permissions can bypass sharing restrictions.