ANS-0675 · ROLES, PERMISSIONS & SECURITY
How to Share Private Saved Search Results with Other NetSuite Users
Learn how to configure NetSuite saved searches for broader accessibility and how to manage data restrictions for specific user roles.
Short answer
To make a saved search accessible to other NetSuite users, it must be configured as a Public saved search. While public searches respect underlying record permissions, the 'Run Unrestricted' checkbox is the specific feature designed to bypass certain data restrictions, such as those related to Class/Dept/Location/Employee Hierarchy, for specific roles.
Scenario
A NetSuite user needs to share the results of a saved search with other users, even if the underlying record type is typically considered 'private' or restricted by default. The challenge is to ensure the search results are visible to the intended audience while understanding how role-based permissions and data restrictions apply.
Solution
To make a saved search accessible to other users in NetSuite, it must be configured as a Public saved search. This allows the search to be displayed in various NetSuite interfaces where users can access it. While making a search public enables its accessibility, it is important to note that public searches generally still respect underlying record permissions assigned to user roles.The 'Run Unrestricted' checkbox is the specific feature designed to bypass certain data restrictions. Enabling this option allows the search to bypass restrictions a user's role may have, specifically those related to Class/Dept/Location/Employee Hierarchy (for sales reps).
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