How can I give permissions to users for useful links in Customers App?

Updated on June 18, 2017 07:21pm by Admin

Apptivo Customers App allows you to provide access to the users who have been assigned to useful links related to Customer records in Customer app. Only the users who have been given the  permission to access  useful links access, can use the “Useful Links” option found in “Left Navigation” panel in Customers app.

Lets quickly go through the steps to set access permission.

Steps to give permission to users for useful links 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 “Useful Links” option from “App” section and click on privileges drop down.
    Create useful links 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 "Useful Links" option.
    Create 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:
  10. Now, employee James William has the privilege to useful links related to Customer. In James William login, the “Useful Links” drop down will be visible as shown in the image below:
    Employee useful links