Pre-set Query per Role

Configure pre-set queries for roles in Cortex XSOAR 6.13.

Choose a pre-set query for each role and supported component.

When users access a component, Cortex XSOAR runs their role’s pre-set query. New users receive this query by default. Existing users can select their own default query.

Supported components

• Incidents
• Indicators
• Jobs
• War Room

Create and save the query on its component page. Then select it while creating or editing the role.

A pre-set query is available from Saved queries. It includes (Pre-set) in its name. Users cannot delete it.

If a user has multiple roles, Cortex XSOAR shows multiple pre-set queries. It uses the highest nested role first. Otherwise, it uses alphabetical order.

If a user’s role changes, Cortex XSOAR automatically updates their pre-set role query.

When you edit or create roles, the available queries are based on the role’s editing permissions as follows.

Page	Page Access or Role Permissions
Incidents	Incidents
Indicators	Indicators
Jobs	Jobs
War Room	Investigation > data > read

When you edit a role, the list of queries is re-populated with your own saved queries. If you change the pre-set query for a role, the query will be added to the users’ queries, but not as the pre-set query. However, if you delete one of your own queries after you configure a role, the role’s list of queries is not affected.

When you remove a role’s pre-set query, if a query exists for that role, it will automatically become the pre-set query for the role.

Users can view the pre-set query based on their role when clicking Saved queries. The pre-set role query will have (Pre-set) appended to the name of the query. Although users can change their default query, they cannot delete the pre-set role query. If a user has multiple roles, the user will see multiple queries. The pre-set role query will be the highest nested one or the first one that appears alphabetically.

If a user’s role changes, the user’s pre-set role query is automatically updated.

Users can create and save queries for a component page and select any one of the saved queries to be their default query.