How do I customize collaboration in Expense Reports app?

Updated on February 25, 2018 10:47PM by Admin

Expense Reports collaboration setting allows you to view common features available in apps such as
  • news feed
  • calendar
  • follow ups
  • tasks
  • call logs
  • emails
  • notes
  • documents
You can also give privilege to your employees to access these common features. This will secure the common activities tabs in each object such as a lead, contact, customer, case  and  so on based on access privilege.

Steps to Customize Collaboration

  1. Log in and access Expense Reports App from your universal navigation menu bar. 
  2. Click on “More” icon and select “Settings”  located at the app header bar. 
    Settings

  3. Click on “General" setting from left navigation panel and select "Collaboration” from the listed menus.
    General Settings

  4. You can view “Associated Information”as listed below:
    • News Feed 
    • Calendar 
    • Follow Ups 
    • Tasks 
    • Call Logs 
    • Email 
    • Notes 
    • Documents
  5. By default, all associated information will be in “Show” status. 
  6. You can “Hide” associated information by clicking on “Show” button.
    Tasks

For Instance:

Here we are hiding “Tasks” by sliding "Off" toggle button.
Go to the homepage and view a lead, you cannot view “Tasks” tab (Due to Hide)

Task Hidden

You can also give privilege to these collaboration which will restrict access to your employees.

Note: The user in your account also cannot view the hidden tabs in their account or log in. In order to enable this to your users. Provide them privilege. Click on this link to provide privileges: https://www.apptivo.com/answers/questions/12315/how-do-i-create-privilege-for-associated-information-and-give-access-to-my-employee

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