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

1. On the Navigation Tree, click Report Warehouse, then click Document Retrieval and select Searches.

2. Select the search you want to assign to roles, user groups, or users:

• Click the name of the search you want to assign to roles, user groups, or users; or

• Clicking anywhere on the row, and then click .

3. Click the Rights tab at the top of the page. The Rights tab is available only for existing objects (in the Edit mode).

4. To make a search available to all users, select Global check box and click the Save button.
   Otherwise proceed to the next steps.

5. 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.

6. 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.

7. 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.

8. Click the Save button.