How do I Allow my Users to Perform Actions in Estimates App?

Updated on August 31, 2020 07:25AM by Admin

In Estimates App settings, the action level security allows you to enable/disable the features. Apart from that it also provides access to the users who are deputed to perform the actions. Once you provide the privilege to the most trusted users, they can access as well as perform the required activity on his account.

A quick glance at the following steps will make things clearer.

Steps to Customize Actions

  • Go to the Estimates App. In the Estimates App, select Settings from the app header.
Estimates App

  • Go to “Security” -> “Actions” from the left navigation panel of the Settings page. The following list of actions will be shown, where they can be customized according to your business needs:

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