I'm creating a new role and it has this issue wher...
# ask-stanley-ai
l
I'm creating a new role and it has this issue where saved searches only return the records that the user created, I want the user with this role to be able to search for all the records, even the ones that other users created. what permission do I have to give the role? this would be for system notes on custom field records.
c
AI generated answer (using internal Slack threads):
In order to allow a user with a custom role to see all records, not just the ones they created, in a saved search, you need to ensure that the role has the appropriate permissions. For system notes on custom field records, the role should have the following permissions: 1. Access Custom Record Types: This permission allows the user to access custom record types. Set the level to 'Full' to allow the user to view, create, edit, and delete custom record types. 2. Perform Search: This permission allows the user to perform searches. Set the level to 'Full' to allow the user to view, create, edit, and delete searches. 3. View All Records: This permission allows the user to view all records, not just the ones they created. Please note that the 'View All Records' permission is a powerful permission and should be granted carefully. It allows the user to view all records of all types, not just the ones they created. Also, make sure that the custom record itself is set to 'No Permission Required' or 'Use Permission List' under the 'Access Type' setting. If it's set to 'Require Custom Record Entries Permission', then the user will only be able to see the records they created. ****** 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: 0.884800792
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.865602851
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.865046322
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