How do I allow Users to have a 360° view of a Case?

Updated on December 2, 2017 07:14pm by Admin

Cases App allows you to provide access to the users who have been assigned to have a 360° view of a case.

The permission for this view is provide by the super-user(Admin). The users(Employees) who have privilege for this access, can use the “360°⟲” tab found in the overview page of the cases.

Steps to Allow Users to have a 360° view of a Case

  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 “360° View” option and click on privileges drop down.
    create privilege 360 degree view
  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 have a 360 degree view of a case. In Katie Dustin login, the “360°⟲” tab will be visible as shown below:
    360 degree view enabled

Related Links