Share a Search with Other Roles

Shared searches are standard or advanced searches that you create to match your business requirements and share with other roles or team members.

Prerequisites: Create a new search or open an existing search.

The Organize Searches directories display when you open the Select Searches List. The searches that are included within each directory display under the respective bold heading. For more information, see the Select Searches List help topic.

To share a search with team members:

1. On the Actions bar, click Save Options.
2. In the Save For field, click and select one or more roles for which to save the search.
   These are the roles that will be able to access the search. When you select an additional role, the updated search is automatically added under the Shared Searches folder on the Select Searches List.
3. Complete the remaining fields on this dialog box.
4. Click Save.
   Vantagepoint adds the search to the designated folder in the Select Searches list.