How can I Give Privilege to Access Export Feature in Expense Reports?

Updated on February 8, 2018 10:25PM by Admin

Expense Reports App allows you to provide access to the users who are deputed to view Reports.  Only the users who have privilege for reports are able to access "Export" icon which is under "More" icon found in app header bar of Expense Reports App.

For instance: If a superuser (Katie Dustin) wants to give privilege for access Export feature to her employee (James William), then she will follow the steps given below.

Steps to Give Permission to access Export feature in Expense Reports

  1. Log in and access Expense Reports App from your universal navigation menu bar.
    image result for expense reports
  2. Click on “Moremore icon icon and select “Settingssettings icon located at the app header bar.
    image result for settings in expense reports
  3. Click on “Actions” from security drop down from left navigation panel.
  4. Locate the “Export” option and click on privileges drop down.
  5. Click "Create privilege" option found at the bottom of the privilege drop down.
    security actions
  6. Create privilege pop up appears. Enter the name and description of the new privilege that you want to add against the "Export" option.
  7. Click on "Create" button.
    create privilege
  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 James William has the privilege to export feature in Expense Reports. In James William login, the “Export” option will be visible as shown in the image below:
    export-enable

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