How do I Allow Users to Access the Dashboard Tab in Direct Campaigns?

The Direct Campaigns App allows you to provide access to the users who are reputed to access the Dashboard tab in direct campaigns. This permission to access the dashboard in direct campaigns, can be provided only by the super-user (admin). The users (Employees), who have this privilege, can view the Communication Status in the “Dashboard” tab.

For instance: Consider a super-user, who wants only one of his employees (Katie Dustin) to have access to the Dashboard tab in the direct campaigns. In that case, a privilege can be created and assigned to that employee.

Steps to Allow Users to Access the Dashboard tab

1. Go to Direct Campaigns App.
2. Click on “More (...)” icon -> “Settings” -> “Security” -> “Actions”.
3. Locate the “Dashboard” option and click on “Create Privilege” found at the bottom of the “Privileges” drop down.
   
4. The Create Privilege popup appears. Enter the Name and Description and click “Create”.
   
5. Once created, go to Employees App to give access to Katie Dustin (employee).
6. Please refer this link: https://answers.apptivo.com/questions/12694/how-do-i-assign-custom-privilege-to-employee-for-managing-objects-found
7. Now, employee Katie Dustin has the privilege to access the dashboard tab in direct campaigns. In his log in, the “Dashboard” tab, can be seen as shown in the image below:
   

Related Links

• Allow Users to Perform Actions in Direct Campaigns
• Difference between a Campaign and a Direct Campaign