This task requires permissions that are found in all default security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.. More information about specific permissions and performing this task while offline: Common Task Permissions
If another user has shared a saved view with you, what you can do will depend on the specific privileges they have given to you: Share A privilege required to give access to a record to another user while keeping your own access. Which records can be shared depends on the access level of the permission defined in your security role., Assign A privilege required to give ownership of a record to another user. Which records can be assigned depends on the access level of the permission defined in your security role., Delete A privilege required to permanently remove a record. Which records can be deleted depends on the access level of the permission defined in your security role., or Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role..
On any list The summary view for a group of records, such as accounts or contacts, or the result of an Advanced Find query. You can view detailed information about a record by opening the form for the record. page in the View box, in the My Views section, select a saved view.
If there is not a My Views section, there are no saved views for this record type.
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On the Standard toolbar, click Advanced Find, and then click the Saved Views tab. Double-click a saved view, and then click Find.
The saved view will show up in the My Views section of your coworker's View list.
Use this option to assign the record to yourself.
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Click the Lookup button , type a part of the user's name, click the Find button , double-click the user's name, and then to close Look Up Records dialog box, click OK.
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