Configuring the User Interface › How to Configure the User Interface › Search Configuration › Allow Users to Save Searches

Allow Users to Save Searches

You can grant permissions to users so a Save button appears to save searches.

To allow users to save searches

1. Click the tab and optional subtab for the object you want to configure.
2. On the left, click CONFIGURE: ON.

   The configuration of the page is enabled.

3. In the Configuration Information area of the page, specify the information for the new global or local configuration, or select an existing configuration that you want to change.

   Important! Global configuration changes affect all users, regardless of their role. Local configuration changes only affect users in the roles assigned to the selected configuration.

4. In the Permissions area of the page, complete the following steps in the Granted and Denied Permissions lists:

   Note: When you grant any combination of the following permissions, the user can save searches.

   1. To allow only the current user who is logged in to save a search, move Save Search to User to the Granted Permissions list.
   2. To allow the current user who is logged in and specific configurations to save a search, move Save Search to Configuration to the Granted Permissions list. The search is available to the current user and all users that you select for the configuration.
   3. To allow the current user who is logged in and specific roles to save a search, move Save Search to Role to the Granted Permissions list. The search is available to the current user and all users in the roles you select.
5. Click Save Configuration.

   The configuration is saved. Verify that you correctly assign a configuration to a role.