How can I give Users Permission to Save the Custom View in Cases App?

Updated on December 8, 2017 03:15am by Admin

Custom views are created for the sake of analyzing the cases. Cases App allows to provide access to the users who are have been assigned to Save their Preferred Views.

This permission to save the view can be provided only by the super-user(Admin). The users(Employees) who have privilege for this access can use the “Save As View” option found in the Cases App.

To give Users Permission to Save the Custom View in Cases App

  1. Log in and access Cases App from universal navigation menu bar.
  2. Click on “More(...)” icon and select “Settings” present in the app header bar.
    settings cases
  3. Select “Actions” under “Security” drop down located in the left navigation panel.
  4. Now, locate the “Save As View” option and click on privileges drop down.
    save as view create privilege
  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 Display Dropdown option.
    create privilege popup
  7. Click on “Create” button.
  8. Once the privilege is created, 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 "Katie Dustin" has the privilege to access save the view in Cases App. In Katie Dustin login, the “Save As View” button will be visible as shown below:
    save as view privilege

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