I gave permission to multitude of Transactions but the user was still unable to Save As and customize their own. As an alternative, I just created a new search with the info she needed. I will close this ticket, thank you for the assistance.

Hi Clarisa, There is no error message, the user simply does not see the menu items under the 'Setup' menu tab, even though I do when I'm logged into the same Role the user has. The permissions are set to Full. The User's center type is set to Accounting, but mine is different. When I logged in the "Financial" menu was not…

Hi Michelle, The role has Edit level permission for the Customer record. Understood that Save As is not available for new saved searches. They are hoping to customize an existing one used by Finance and edit it to be better suited for the Sales team. The Save As functionality is available to them when customizing saved…