How can I Give Permission to Users for Using Reports in Expense Reports App?

Updated on February 11, 2018 10:15PM by Admin

Expense Reports App allows you to provide access to the users who have been deputed to view Reports in Employees App. The users who have been given privilege to access reports can see "Reports" image result for employees icon found in their  app header bar of Expense Reports App.

For instance: If a superuser (Katie Dustin) wants to give privilege for access reports feature to her employee (James William), then she will follow these steps. Lets too go through the same.

Steps to Give Permission to Users for Using Reports Feature

  1. Log in and access Expense Reports App from your universal navigation menu bar.
    image result for expense reports
  2. Click on “Moremore icon icon and select “Settingssettings icon located at the app header bar.
    image result for settings in expense reports
  3. Click on “Actions” from security drop down found at the left navigation panel.
  4. Locate the “Reports” 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
  6. Create privilege pop up appears. Enter the name and description of the new privilege that you want to add against the "Reports" option.
  7. Click on "Create" button.
    image result for reports
  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 view reports in Expense Reports App. In James William login, the “Reports” button will be visible as shown in the image below:
    reports enable

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