How can I Give Access to Users for Side-Panel View in Direct Campaigns?

The Direct Campaigns App allows you to provide access to the users who are reputed to access Side Panel view in direct campaigns. This permission to access the side panel in direct campaigns, can be provided only by the super-user (admin). The users (Employees), who have this privilege, can view the details of the direct campaigns in the “Side Panel”.

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

Steps to Allow Users to Access the Side Panel View

1. Go to Direct Campaigns App.
2. Click on “More (...)” icon -> “Settings” -> “Security” -> “Actions”.
3. Locate the “Side Panel” 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 will have the privilege to access side panel in direct campaigns. In his log in, the “Side Panel” can be seen as shown in the image below:
   

Related Links

• Allow Users to Perform Actions in Direct Campaigns
• Allow Users to Access Settings in Direct Campaigns