Sharing a Saved Search

1. To share a search, at the top left under Saved Search, select the search from the list.



2. At the top right, click the More () icon.



3. To rename the search, click Rename. Enter the name and click Save.
4. To share the search, click Share.
5. Under Permissions Defined Locally, on the right, click New.

Note: To share the search with an external user, under “Permissions Assigned to External Users,” click New.



6. Search for the individual or group you want to share the search with by entering their name, and then selecting them from the list that appears.



7. Under “Right,” select the permissions you want them to have. “Read/Download” allows them to view and use the search. “Edit” allows them to change your search criteria or the name of the saved search.
8. Select the Time Frame: either Permanent, or Date-based. If you selected Date-based, add a beginning and ending date by selecting the calendar () icons.
9. You can check or uncheck the box to send an email to notify the user. If you do send an email, enter a message.
10. Click Create or Create and Add Another. This adds the individual or group to the permissions list.
11. When finished, at the bottom left, click Close.