Advanced Search: Saving a View with Roles

Advanced Search Views can now be saved with one of 3 different roles to specify which users can see that View.

1. Admin: Users with Admin and Manager roles

2. Everyone: viewable by all roles (portal admin, manager, user, customer, field user)

3. Private: only you can see this view

Only Portal Admins & Managers can create "Admin" views and "Everyone" views.

How to Save a View

1. After entering your search parameters, click on the 3 grey dots and then click on "Save as new view". Give your view a name and select which role you want to see the search.



2. Click on Save and your new view will be added under More Views.




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