Overriding User Role Restrictions for Search Results

You cannot make saved searches available to users who do not have the required permissions. However, you can lift restrictions on saved search results.

The following procedure describes how to make search results available to users restricted from seeing the underlying records.

Note:

You cannot grant a user access to record types for which they do not have sufficient permissions. See Permissions and Restrictions for clarification on the difference between permissions and restrictions.

To make search results available to users restricted from seeing the underlying records (saved searches only)

  1. Check the Run Unrestricted box.

    This option enables administrators to make search results available to users who would normally be restricted from seeing the underlying records. Note that users without the correct permissions will still be unable to view the search results. See Permissions and Restrictions

    For example, an unrestricted saved search on leads could provide sales reps with the ability to identify potential duplicates before entering lead records.

    If you enable this option, the Edit and View columns of search results are blank for users in roles without the required permissions.

  2. After you enable the Run Unrestricted option, you can choose whether to allow search viewers to drill down into detailed records from summary-level search results.

    Check the Disallow Drill Down box to prevent viewers from drilling down into transaction-level data.

    For example, an unrestricted search with summary-level results listing sales reps' revenue totals could disallow drill down, to prevent viewers from seeing transaction-level data that includes sensitive commission amounts.

Important:

The Run Unrestricted and Disallow Drill Down options for a search override restrictions set on users' roles, but do not override permissions. See Permissions and Restrictions for clarification on the difference between permissions and restrictions.

Related Topics

General Notices