What permissions are required to use the basic sea...
# ask-stanley-ai
a
What permissions are required to use the basic search feature when searching for contacts/customers? I get an unexpected error when accessing this page through a custom role
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AI generated answer (using internal Slack threads):
To use the basic search feature when searching for contacts/customers, the user's role needs to have the Perform Search permission. This permission should be set to View level at the very least. This allows the user to see the Global Search field and perform searches. However, if you're encountering an unexpected error, it might be due to the fact that the search is referencing a custom field or segment. In this case, the role also needs to have View permissions for Custom Record Entries, Custom Record Types, and the specific Custom Segment (if applicable). Additionally, if the search is referencing a custom segment, you need to ensure that the default search/reporting access level in the permissions tab of the custom segment is updated. Please note that the Perform Search permission can have implications on other searches like saved searches, so it's important to consider this when assigning permissions. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.846862793
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.843253851
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.841856241
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