- Select the saved search you want to work with.
- Choose whether you want to transfer or copy this search.
- Transfer: move a saved search to a selected user entirely.
- Copy: Retain the saved search in your account while creating a copy in the selected user's account.
- Click on the dropdown menu to select a user. You can only select one user at a time.
- Click OK to proceed.
To view your saved project searches, click on Project and select My Saved Searches.
Image 1: Accessing saved project searches.
To view your saved company searches, click on Company and select My Saved Searches.
Image 2: Accessing saved company searches.
You can also share your saved project and company seraches by transferring or copying it to another user in your company. On a My Saved Searches page:
Image 3: Transferring or copying a search.