Assigning Searches
After you configure a search, you can assign it to roles, user groups and users, so that they can use it.
To assign a search to roles, user groups and users
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On the Navigation Tree, click Report Warehouse, then click Document Retrieval and select Searches.
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Select the search you want to assign to roles, user groups, or users:
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Click the name of the search you want to assign to roles, user groups, or users; or
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Clicking anywhere on the row, and then click .
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Click the Rights tab at the top of the page. The Rights tab is available only for existing objects (in the Edit mode).
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To make a search available to all users, select Global check box and click the Save button.
Otherwise proceed to the next steps. -
Click User Groups to expand the section enabling you to select user groups that you want to have access to the search.
To select a user group, drag it from the left pane to the right pane. -
Click Roles to expand the section enabling you to select roles that you want to have access to the search.
To select a role, drag it from the left pane to the right pane. -
In the Users section, select users that you want to have access to the search.
To select a user, drag it from the left pane to the right pane. -
Click the Save button.
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