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Editing access to saved searches

 

Prerequisites

  • Access to the Configuration > Saved searches (CM018) menu.
  • Saved search.

 

Introduction

The Configuration component provides a menu that allows for viewing all saved searches created in SoftExpert Suite. 

The logged user can only access the saved searches for the components to which they have access. 

Through this menu, it is also possible to edit access to saved searches. See how to perform this operation:

 

Editing access

1. Access the Configuration > Saved searches (CM018) menu.

2. In the Search filters, use the name of the search or the component to which it refers in order to locate and select the search you wish to edit.

3. After selecting the search, click on the button.

4. On the screen that will open, choose the desired access option:

Add team The search will be shared, but only the members of certain SoftExpert Suite teams will have access to it. 
In the field that will be enabled, type the name of the desired team and press the Enter key on the keyboard, or click on the name of the team. 
To disassociate a team from the search, hover the mouse over it and click on the Delete option.
All users The search will be public, that is, it will be available to all users in the organization.

5. Click on the OK button.

It is not possible to edit or delete the default saved searches of SoftExpert Suite.

 

Use the icons of the Status column to identify the search type:

Default SoftExpert Suite searches. The search is pre-configured by the system and is available to all users.
Private searches. The search is created by a user and is available to them only.
Public searches. The search is created by a user and is available to all SoftExpert Suite users.
Shared searches. The search is created by a user and is available to specific teams.

See more information on saved searches by clicking here.

 

 

Conclusion

All done! Now you know how to edit access to saved searches in the system. 


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