What enrollment records do the different record sets permit you to search?

The different record sets provided in the Saved Searches window restrict your saved searches to different sets of information.

Here's a list of the record sets available for enrollment. Not all record sets are available to all users.

Tip: To improve saved search performance, restrict your saved searches to smaller record sets. For example, rather than searching all the records you can see, search all the records where you're on the team. Or restrict your searches to a smaller geographical area. For example, search all the partner enrollments in one state instead of the whole country.

Record Set Name

Description

I am on the team

Accounts where you're on the team. You're on the team if you're the account owner or were added as a member by another team member.

All records I can see

Program enrollments you can view based on your partner team membership, internal territory assignments, my position in the organization, and security permissions.

I am the program owner or manager

Accounts that you can view based on your account team membership, sales territory assignments, your position in the organization, and security permissions.