Summary
This article explains how to share saved searches in 25Live with individual users or security groups. It provides step-by-step instructions for selecting a saved search, choosing recipients, and finalizing the sharing process so others can use, rename, or modify their own copy.
Body
When you save and run a search in 25Live, you have the option to share it with other users. When you do this, a separate copy of the search is created under the other user’s account. They can then use, rename, or modify the shared search independently.
How to Share a Saved Search
- Create or Select a Saved Search
- You can create and save a new search, or
- Load an existing saved search.
- Access the Share Option
- After running your search, open the Search Actions menu.
- Select Share.
- Share with Individual Contacts
- In the Contacts field, start typing the names of the users you want to share the search with.
- 25Live will suggest matching names.
- Select the desired users, click Done, then choose Share.
Note: The users must have logged into 25Live at least once to appear in the list.
- Share with a Group
- You can also share a search with an entire security group.
- Check the Share by Group box to reveal a searchable dropdown list.
- Begin typing or scroll to find and select the desired group.
- Finalize the Share
- Click the Share Search button to complete the process.
- The confirmation window will close automatically upon success.
- To exit manually, use the X in the upper-right corner.
- Repeat as Needed
- Follow these steps again to share your search with additional contacts or groups.
Need Assistance or more information?