Access to saved searches is controlled by multiple factors: the Public checkbox, Audience settings, record-level permissions, and role restrictions. Understanding these layers helps you share searches appropriately.
| Setting | Location | Effect |
|---|---|---|
| Private (default) | Main search form | Only owner can see/run |
| Public | Main search form | All users with record access can see |
| Audience | Audience subtab | Specific roles/employees/groups |
| Permission | Level | Allows |
|---|---|---|
| Reports | View | Run standard reports |
| Saved Searches | View | Run public saved searches |
| Saved Searches | Create | Create new saved searches |
| Saved Searches | Edit | Modify existing searches |
| Publish Search | Full | Make searches public |
| Field | Purpose |
|---|---|
| Roles | Select specific roles that can access |
| Employees | Select individual employees |
| Partners | Share with partner center users |
| Groups | Share with entity groups |
Even with search access, users only see records they have permission to view: