How do I allow Users to Perform Conversion in Cases App?

Updated on December 3, 2017 10:51pm by Admin

Cases App allows you to give access to the users who have been assigned to convert a case into a project or work order.

The permission to convert, can be provided only by the super-user(Admin). The users(Employees) who have privilege for this access, can use the “Convert” drop down option found in the overview page of the cases.

Lets quickly go through the following steps.

Steps to allow Users to Perform Conversion 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 “Convert” option and click on privileges drop down.
    convert 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.
    convert 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 convert a case into project or work order. In Katie Dustin login, the “Convert” drop down will be visible as shown below:
    convert drop down enabled

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