Contents of the Organize Options Dialog Box for Searches (Desktop)
Use the Organize Options dialog box for Searches to select and set options for saving or modifying personal or role-based specific settings for searches.
Field | Description |
---|---|
Folder Name | Select one of two folders from the drop-down list for this option:
You can also set up subfolders in the Personal Searches folder and Global Searches folder and save searches to those subfolders. |
Save Name | Enter a new name or select an existing one:
|
Access to all roles | Select this option to save the search as a global search that is available to all Reporting users. Clear this option if you want to grant access to the search only to selected roles. |
Available Roles, Assigned Roles | To grant access to a search based on
Vantagepoint security roles, move the roles from
Available Roles to
Assigned Roles. Only the
employees who are assigned one of the security roles in
Assigned Roles can use the search.
To move a role from Available Roles to Assigned Roles, click the role and click Add. To move a role from Assigned Roles back to Available Roles, click the role and click Remove. If you click Save without selecting any roles, Vantagepoint automatically selects Access to all roles when it saves the search. |
Parent Topic: Organize Options Dialog Box for Searches (Desktop)