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Saved Search for Partner Center
I am trying to create a saved search which will display a simple client list for some of my partners. Each partner should see only his own clients. I would like the partner center (which we have not used previously) to basically do nothing but display this list. In fact, if the partners could just login and view the list without anything else, that would be perfect.
I have created a saved search for each partner which displays the information about his clients. I have set the audience to only that partner. I have ticked "run unrestricted" and assigned that partner a role which gives them no access to view any lists, transactions, reports or searches. I published the search using "publish saved search" with an audience of only that partner. That published saved search is a subcategory of a web site tab I created, which again only has an audience of the appropriate partner.