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.
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. |