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Sharing Finds with Users
Jared avatar
Written by Jared
Updated over 5 years ago

Rather than force every user to create their own Finds from scratch, it may help for the Administrator to create certain Finds and 'share' them with the Desktop User Base. There are two steps here: 1) creating the Find, and 2) sharing it.

Creating the Find

  • Navigate to folder type where you wish to create the Find. The folder type you chose will typically be driven based on the type of information you wish to locate (ie. create a Find in the 'Jobs' folder type for searching on Job information)

  • Right click the 'Finds' option within a the chosen folder type and select New > Find:

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  • Click 'Open Find':

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  • Click 'Save' to retain the settings

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Sharing the Find

Using the Administrator login in the Desktop Application, navigate to the folder type where your admin level find resides

  • Administration > System Setup > “Type” > Finds > “Specific Admin Level Find”

  • ie. in the example below: Administration > System Setup > Assignments > Finds > My Queue

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  • Click the “Access” tab and check/uncheck the 'Allowed To Use' checkbox next to the respective Role/Group/User who should/shouldn't have access to the admin level find

  • Click 'Save' to retain the changes

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