Managing Saved Searches

Advanced and Keyword searches performed can be saved for quick access, shared internally with other NetX users on your team, and notify you when new assets meet your saved search criteria.

Creating a saved search

  1. Perform an advanced or keyword search.
  2. When results are shown, use the gallery action menu and select Save search.
  3. Give your search a name as well as a notification preference. Notification emails can be sent as soon as possibledailyweekly, or never. Only the original creator of the saved search can receive notifications.
  4. Click Save when finished.


Viewing saved searches


Saved searches can be accessed via the search icon in the sidebar.

  • Selecting View all at the bottom of the sidebar displays loads all saved searches you have access to in the gallery. From here, you can favorite, share, and edit, depending on your role
  • Searches can be viewed as cards or in a list.
  • Selecting a saved search will execute the search and load results into the asset gallery.

Favoriting saved searches

  • Only favorited searches will appear in the saved search sidebar.
  • Saved searches you create will be favorited automatically. Searches shared with you from other users need to be manually favorited. To do so use a search's action menu and choose Add favorite, or use the star button on the saved search in the gallery. 

Saved search actions

Choose from the following options available from the saved search action menu



Using the Edit action, you can view and edit the saved search rules via an advanced search window. Editing a saved search is non-destructive; if you perform a new search after editing the rules, you must save it as a new saved search.


The Rename action allows a Manager role to:

  • Rename the search. This will change the name of the search for all users.
  • Change the notification setting for the search; this will only impact the search's creator.

Toggle favorite

Toggles the favorite status of an individual search; this determines whether the search is displayed on the Saved searches sidebar. 

Manage team access

Invite internal users to collaborate on the saved search. See below for more information regarding sharing searches and search roles. 


Manager roles can delete the search from the system, removing access from all other shared users.

Sharing a saved search

Saved searches can be shared with other NetX users. Roles allow you to control which actions can be performed by these users.


Administrator users are subject to role restrictions while using collections shared with them from other users. This means even if a browser were to share a collection with an administrator as a viewer, that administrator would still only be able to access that collection as a viewer with all attendant restrictions. 

When sharing a saved search, you can assign member roles granting certain privileges to the saved search object itself. These roles are not related to user levels and are subject to standard asset permissions, i.e. even if a user is given a role (such as manager), they will not be able to view assets they have not been granted system permission to access.

Viewers and Contributors:

  • View and run the search
  • Edit search settings and save a new copy via the Edit action


  • View and run the search
  • Rename the search
  • Edit search settings and save a new copy via the Edit action
  • Manage team access
  • Delete the search

Saved search creators will automatically be granted the Manager role. Note that all shared saved searches require at least one manager. If the only user account with a manager role is deleted from the system, the saved search will still be accessible by those it was shared with, but can no longer be managed.

Inviting team members

To share your search with other users, initiate a Manage team access action on a saved search you have manager-level access to.


  1. Select the Share > Manage team access action from the saved search sidebar or the search's gallery header
  2. Type the user(s) or group(s) you wish to invite and select the desired Role. Note: if a user is added via multiple groups, the most permissive role will take precedence.
  3. Optionally add a message that will be included in the invitation email.
  4. Once you are finished, click Send. Each new team member will receive an email.

Each invitee will appear in the Team members list. To edit or remove their access, use the Role dropdown menu next to the member.

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