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Editing the access to saved searches

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To edit the access to a saved search, select it in the list of records and click on the edit button on the toolbar.

 

The logged user will only be able to access the saved searches in SE Suite components to which they also have access.

This operation cannot be performed in default SE Suite searches.

 

At this point, the saved search screen will be displayed. It will display its name and author. Right below that, it is possible to edit the access to it. To do that, enable the desired option:

 

consulta_salva_editar

 

Add team

All users

The search will be shared, that is, only the members of certain SE Suite teams will have access to it.

In the field that will be enabled, type the name of the desired team and press Enter on the keyboard, or click on the name of the team.

To disassociate a team from the search, hover the mouse on the word and click on the Delete option.

The search will be public, that is, it will be available for all users in the organization.

 

Click on the OK button to save and close the search screen. At this point, the changes will be applied to the respective search.

 

For further information on how to save searches and other search operations, refer to the Saved searches section.