Set Up Access to Saved Searches

For each security role, you can assign access rights to saved searches. You can grant access to all saved searches, or to only those searches that you specify.

To specify the saved searches that a role can access:

  1. In the Navigation pane, select Settings > Security > Roles.
  2. At the top of the Roles form, enter either a complete or partial name or number in the Find lookup field to find and select an existing role to assign access to saved searches.
  3. On the Access Rights tab, set the Functional Area option to Saved Searches.
  4. To allow the role access to saved searches that you specify, click + Add/Remove below the Saved Searches grid and then complete the following actions on the Saved Searches dialog box:
    1. Use the Search Type option to specify an application area, such as accounts, contacts, or billing terms, or leave the default of all saved searches.
    2. Grant or remove access to saved searches:
      Option Description
      To give access In the Available Searches section, select each search to which you are granting access, or click Add All. The searches are moved to the Searches for this Role section.
      To remove access In the Searches for this Role section, click at the end of the row for each search that you are removing from access, or click Remove All. The searches are moved to the Available Searches section.
    3. Click Apply.