How do I Allow Users to Save the Custom View in Direct Campaigns App?

The Direct Campaigns App allows you to provide access to the users who are reputed to save the custom views in direct campaigns. This permission to save views in direct campaigns, can be provided only by the super-user (admin). The users (Employees), who have this privilege, can use the “Save as View” button found in the direct campaigns app.

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

Steps to Allow Users to Save Custom Views

1. Go to Direct Campaigns App.
2. Click on “More (...)” icon -> “Settings” -> “Security” -> “Actions”.
3. Locate the “Save as view” option and click on “Create Privilege” found at the bottom of the “Privileges” drop down.
   
4. The Create Privilege popup appears. Enter the Name and Description and click “Create”.
   
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 has the privilege to save custom views in direct campaigns. In his log in, the “Save as View” button, will be visible as shown in the image below:
   

Related Links

• Allow Users to Perform Actions in Direct Campaigns
• Allow Users to Access Search/Advanced Search in Direct Campaigns
• Customize Direct Campaigns