Sharing a Query Set in Compliance Search

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If you have a saved search, you can share the query set with other users. When you share the query set, you can give users or user groups permission to search using the searches in the query set, to add searches to the query set, or to delete searches from the query set.

Only the user who created the query set can share the query set. If a query set is shared with you, you cannot re-share the query set. The user who created the query set is shown in the Created by column in the Query set dialog box.

Procedure

  1. From the navigation pane, go to Activate.

    The Activate page appears.

  2. Under eDiscovery & Compliance, click Compliance search.

    The Compliance search page appears.

  3. In the upper-right area of the page, click the action button , and then click Query set.

    The Query sets dialog box appears.

  4. In the Action column for the query set that you want to share, click the action button , and then click Share queries.

    The Security dialog box appears.

  5. Click Add.

    The Add dialog box appears.

  6. From the Users or user groups list, select the user or user group to share with.

  7. Next to Capabilities, click the check box next to the required capabilities:

    • View and execute: View the searches in the query set, and search using the searches in the query set.

    • Add and append: Add searches to the query set.

    • Delete: Delete searches from the query set and delete the query set.

  8. Click Add.

  9. Click Save.