How Do I Customize Collaboration in the Insurance Tracker App?

Updated on May 29, 2017 08:56PM by Admin

Insurance Tracker App allows you to configure the collaboration in your own way. This will secure the common activities tabs in each object, based on the access privilege.

For instance: Consider an employee who does not want to view “Calendar” in the Insurance Tracker overview page. Then, this can be done with customizing the Collaboration settings.

calendar view


Steps to Configure Collaboration

  1. Go to the Insurance Tracker App from app header bar.
  2. Click on “More(...)” icon -> “Settings”.

    settings

  3. Choose “Collaboration” option from the “General” drop-down in the left navigation panel.

    left panel

  4. Now, you can view the following associated objects in the Collaboration dashboard.
    • News Feed
    • Calendar
    • Follow Ups
    • Tasks
    • Call Logs
    • Emails
    • Notes
    • Documents
  5. By default, all associated objects will be toggled on (Show status).
  6. To hide the particular object, say “Calendar”, you can toggle off by sliding the button.

    disable calendar

  7. Now, you cannot view the “Calendar” object in the Insurance Tracker App overview page since it is hidden.

    no calendar view

  8. You can also edit the name of the associated objects according to your preference using “Edit” icon.

    edit

Note : The users in your account cannot view the objects that you toggled off. In order to enable access for specific users, you should provide them the privileges. Refer this link to provide privilege : https://www.apptivo.com/answers/questions/12315/how-do-i-create-privilege-for-associated-information-and-give-access-to-my-employee

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