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

Updated on August 2, 2016 12:01AM by Admin

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

To Give Permission to Users for Reports Features

  1. Log in and access Contacts App from your universal navigation menu bar.
  2. Click on “More ” icon and select “Settings ” located at the app header bar. 
    Contact Setting
  3. Click on “Actions ” from security drop down from left navigation panel. 
  4. Locate the “ Reports ” option from “Apps” section and click on privileges drop down. 
    Reports
  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 Contacts app. In James William login, the “ Reports ” option  will be visible as shown in the image below:
    Report Visibility