Sharing a saved search with the whole team

Ticketclosed

Kelbrook Mutual Insurance · Sharing a saved search with the whole team

Kirsty Hepworth could share a saved search with one person at a time and wanted the schools team to see it. Bethan Lister gave steps to share it to the team, and the record does not show the result.

Priority normal

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What happened

What this says

As at Fri 9 Oct 2026

Kirsty Hepworth could share a saved search with one person at a time and wanted the schools team to see it. Bethan Lister gave steps to share it to the team, and the record does not show the result.

Problem: Kirsty Hepworth, Member Relationship Manager for Schools, could only share a saved claims-calls search with one person at a time.

Handling: Bethan Lister gave steps to save the search to shared and choose the team, and asked Kirsty to say which group she was in if the team did not appear.

Watch: the only reply in the record is Bethan's from 14 May 2025, so the evidence does not show whether the team share worked before the ticket closed on 20 May 2025.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelchat

First response (min)93

CSAT5

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created · Kirsty Hepworth 14 May 2025 13:38
Hiya, quick one. I'm trying to share a saved search on claims calls with the rest of the schools team, but I can only see the option to share with one person at a time, not with a whole group. Is there a way to do this without sending each person the link? I'm not an admin so I may be missing a setting. Thanks
Public reply · Bethan Lister 14 May 2025 15:11
Hi Kirsty, I've picked this up. Just so I've got this right, you want a saved search that the whole schools team can open, rather than a personal link? First, open the search and choose Save to shared, then pick the team from the list. Second, the team's members will see it under Shared searches on their home page. Can you try that and tell me what you see? If the team does not appear in the list, let me know which group you are in and I'll check it. Thanks, Bethan
Status change · Bethan Lister 16 May 2025 14:19
Status change · 20 May 2025 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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