Creating Organizational Saved Searches

Saved Search Managers have the ability to distribute saved searches to organizational positions, working groups, or individual users.

To initiate this process, start by creating a saved search as you normally would. As a Saved Search Manager, you will have access to the "Make Organizational" toggle, which is not visible to standard users. Enable this toggle to reveal two additional fields: Organization and Include Subgroups. The Organization field functions as a hierarchy filter, allowing you to specify the target group. By enabling the Include Subgroups option, the saved search will also be delivered to users within the selected group and any of its subgroups. Upon clicking Save, a confirmation window will display the total number of users who will receive the saved search. You will also have the option to send an email notification to alert users about the new saved search.