How can I give users permission to access Search/Advanced Search option in Campaigns App?

Updated on October 13, 2016 02:29AM by Admin

Campaigns App allows you to provide access to the users who are reputed to view “Search/Advanced search” option in Campaigns App. The users who have privilege for search access, can use the Search/Advanced search button found in app header bar of campaigns app.

Steps to Allow Users to Access Search/Advanced Search option

  1. Log in and access Campaigns App from your universal navigation menu bar.
  2. Click on “More” icon and select “Settings” located at the app header bar.
    campaign settings
  3. Click on “Actions” under "Security" drop down from left navigation panel.
  4. Locate the “Search/Advanced search” option from “App” section and click on privileges drop down.
  5. Click "Create privilege" option found at the bottom of the privilege drop down.
    create privilege action
  6. Create privilege pop up appears. Enter the name and description of the new privilege that you want to add against the Search/Advanced Search option.
  7. Click on "Create" button .
    create privilege
  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 "Search/Advanced search" in campaigns app. In James William login, the Search/Advanced search option will be visible as shown in the image below:
    advanced search option enabled

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