How can I Give Access to Users for Homepage Activities in Expense Reports App?

Updated on February 11, 2018 10:20PM by Admin

Expense Reports App permits to provide access to the users who are deputed to view Home page in Expense Reports App. Only the users who have privilege for home page activities are able to access "Home" icon found in app header bar of Expense Reports App.

For instance: If a superuser (Katie Dustin) wants to give privilege for access home option to her employee (James William), then she will follow steps given below.

Steps to Give Permission to Users for Access Homepage Activities

  1. Log in and access Expense Reports App from "Financials" drop down located at the universal navigation menu bar.
    expense reports
  2. Click on “More” icon and select “Settings” located at the app header bar.
    settings
  3. Click on “Actions” from security drop down from left navigation panel.
  4. Locate the “Home” option and click on privileges drop down.
  5. Click "Create privilege" option found at the bottom of the privilege drop down.
    image result for security actions for home
  6. Create privilege pop up appears. Enter the name and description of the new privilege that you want to add against the "Homepage" option.
  7. Click on "Create" button.
    create privilege
  8. After creating the privilege go to Employees App to give access to particular employees.
  9. Please refer this link: https://answers.apptivo.com/questions/12694/how-do-i-assign-custom-privilege-to-employee-for-managing-objects-found
  10. Now, employee James William has the privilege to the home page activities in Expense Reports App. In James William login, the “Home” button will be visible as shown in the image below:
    image result for homepage enable

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