How can I give permission to save the custom view in Items app?

Updated on November 30, 2016 11:33pm by Admin

Items 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 Items App.

Steps to Give User Permission to Save the Custom View in Items app

  1. Log in and access Items App from your universal navigation menu bar.
  2. Click on “More” icon and select “Settings” located at the app header bar.
    item-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.
    save-as-view-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 “Save As View” option.
    create-new-privilege
  7. Click on "Create" button.
  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 Katie Dustin has the privilege to save the view for an item. In Katie Dustin login, the “Save As View” button will be visible as shown in the image below:
    save-as-view


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