How do I allow Users to Perform Bulk Action in Cases App?

Updated on December 7, 2017 04:31AM by Admin

Cases App gives the superuser the provision to give access to the users who are given the responsibility to perform bulk actions in Cases. This permission to perform bulk action, can be provided only by the super-user(Admin). The users(Employees) who have privilege for this access can use the “Bulk Action” option found in the Cases App.

Steps to allow Users to Perform Bulk Action 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.
    cases settings
  3. Select “Actions” under “Security” drop down located in the left navigation panel.
  4. Now, locate the “Bulk Action” option and click on privileges drop down.
    bulk action 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 perform bulk action option in Cases App. In Katie Dustin login, the “Bulk Action” button will be visible as shown below:
    bulk action privilege

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