How can I give Permissions to Save the Custom View in Suppliers App?

Updated on September 12, 2016 03:37AM by Admin

Suppliers App allows you to provide access to the users who are reputed to save preferred views. The users who have privilege for saving preferred views, can use “Save As View" option found in Suppliers App.

Steps to give user permission to save the custom view in Suppliers app

  1. Log in and access “Suppliers App” from your universal navigation menu bar.
    Suppliers
  2. Click on “More” icon and select “Settings” located at the app header bar.
    Settings
  3. Click on “Actions” from security drop down from left navigation panel.
  4. Locate the “Save As View” option from “App” section and click on privileges drop down.
  5. Click "Create privilege" option found at the bottom of the privilege drop down.
    Save as view action
  6. Create privilege pop up appears. Enter the name and description of the new privilege that you want to add against the “Save As View” option.
  7. Click on "Create" button.
    save as view
  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 save the view for a Suppliers. In James William login, the “Save As View” button will be visible as shown in the image below:
    Save as view enable