Assign a custom finder to a role
After creating a custom finder, users with the necessary permissions can assign it to a role. This means that users with that role will have access to the finder.
Not all roles may be assigned a custom finder. You can assign a custom finder to the built-in No Privileges role or to custom roles that have the permission to view finders. As the Admin role already has permission to access all finders and all data tables, you do not have the option to assign it a custom finder.
Go to Administration → Roles. The Roles Management window opens.
Select the role from the lateral navigation tabs.
Select the custom finder in the Finders drop-down list.
In custom roles, note that the Finders drop-down list will only appear if the role has the View finders permission. However, note that the box will not appear if the role has the Manage finders permission assigned, since this permission allows users to manage all the finders in the domain, including custom finders.
- Click Apply Changes. The next time a user with this role logs in to Devo and goes to Data Search, the selected custom finder will be available to them in the finder drop-down list.
Go to Users and roles to learn more about how roles work in Devo.