How do I Allow Users to Access the Search/Advanced Search option in Direct Campaigns?

Updated on March 14, 2017 10:26PM by Admin

The Direct Campaigns App allows you to provide access to the users who are reputed to access the Search/Advanced Search in direct campaigns. This permission to access the search in direct campaigns, can be provided only by the super-user (admin). The users (Employees), who have this privilege, can use the “Search/Advanced Search” button found in the app header bar of the direct campaigns app.

For instance: Consider a super-user, who wants only one of his employees (Katie Dustin) to access search in the direct campaigns. In that case, a privilege can be created and assigned to that employee.

Steps to Allow Users to Access Search/Advanced Search

  1. Go to Direct Campaigns App.
  2. Click on “More (...)” icon -> “Settings” -> “Security” -> “Actions”.
  3. Locate the “Search/Advanced Search” option and click on “Create Privilege” found at the bottom of the “Privileges” drop down.
    click on create privilege
  4. The Create Privilege popup appears. Enter the Name and Description and click “Create”.
    create privilege popup
  5. Once created, go to Employees App to give access to Katie Dustin (employee).
  6. Please refer this link: https://answers.apptivo.com/questions/12694/how-do-i-assign-custom-privilege-to-employee-for-managing-objects-found
  7. Now, employee Katie Dustin will have the privilege to access the search in direct campaigns. In his log in, the “Search/Advanced Search”, will be visible as shown in the image below:
    search enabled

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