How do I Allow Users to Email a Supplier?

Updated on January 31, 2017 03:32AM by Admin

Supplier App allows you to provide access to the users who are reputed to email a Supplier. The users who have privilege for mailing the Supplier, can use “Email” button and also the email icon found in overview page of an Supplier.

Steps to Give User Permission to Email a Supplier

  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 “Email” option from “Object” section and click on privileges drop down.
    Email action
  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 “Email” option.
  7. Click on "Create" button.
    Email 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 email a Suppliers. In James William login, the “Email” button will be visible as shown in the image below:
    Email button enable