How do I Customize Actions in Customers app?

Updated on May 30, 2022 02:12AM by Admin

In Customers App settings, Actions allow providing access to the users who are deputed to certain privileged actions.

The users are given access as well as a privilege for a specific action. They have to customize their Customers App accordingly.

Here are the steps to customize Actions in Apptivo Customer App

To Customize the Actions

  • Click on the More(...) icon and select Settings from the app header bar.
Customers - Settings
  • Select Actions from the Security dropdown located at the left navigation menu bar.
Customers - Actions

Here, you can create a privilege to the action in which we want to give access to the users. Now, we’ll go through each action with privileges.

    • Apps
      • Create
      • Export
      • Home
      • Imports
      • Notifications
      • Report
      • Save as
      • View
      • Search/Advanced Search
      • Settings
      • Trash
      • Side Panel
    • Object
      • Add to Target List
      • Bulk Action
      • Email
      • Delete
      • Display Dropdown
      • Duplicate
      • Schedule Follow Up
      • Remove Contact
      • Useful Links
  • You can disable the apps, by using the toggle. For instance, when I disable the Export toggle, the export button will not be available on the orders overview page.
Customers - Disabled
  • You can also set the Privileges, where you can provide access to the users to perform actions.
Customers - Privilege