How can I give permissions to users for using reports feature in Customer App?

Updated on June 20, 2017 12:21am by Admin

Reports serve multiple purposes in Apptivo CRM. The main purpose of the reports is to extract and print information from a customer database in a structured manner. This data is used to analyze the results of the marketing campaigns, create better strategies and more.

Apptivo Customers App allows you to provide access to the users who are reputed to view “Reports” in Customers App. The users who have privilege for reports access, can use the “Reports” button found in app header bar of Customers App.

Steps to give permission to users for using reports feature in Customers

  1. Log in" and access “Customers App” from your universal navigation menu bar.
  2. Click on “More” icon and select “Settings” located at the app header bar.
    Customer settings
  3. Click on “Actions” from security drop down from left navigation panel. 
  4. Locate the “Reports” option from “App” section and click on privileges drop down.
    Create report privilege
  5. Click "Create privilege" option found at the bottom of the privilege drop down.
  6. Create privilege pop up appears. Enter the name and description of the new privilege that you want to add against the "Reports" option.
    Report privilege
  7. Click on "Create" button.
  8. After creating the privilege go to Employees App to give access to particular employees.
  9. Please refer this link: https://www.apptivo.com/answers/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 Customers App. In James William login, the “Reports” button will be visible as shown in the image below:
    Employee report privilege