How can I give access to users for side panel view in customer?

Updated on June 19, 2017 11:47pm by Admin

Customers App allows you to provide access to the users who are deputed to access “Side panel” view in Customers App. The users who have privilege for this access, can use the “Side panel” feature found in show all page of Customers app.

Steps to give permission to users to access side panel to view created 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 “Side Panel” option from “App” section and click on privileges drop down.
    Create side panel 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 "Side panel" option.
    Side panel privilege
  7. Click on "Create" button.
  8. After creating the privilege go to Employees App to give access to particular employees.
  9. Please refer think 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 access “Side panel” option in Customers App. In James William login, the “Side panel” view will be visible as shown in the image below:
    Employee side panel privilege