How do I Customize Actions in the Insurance Tracker App?

Updated on May 31, 2017 02:26AM by Admin

In the Insurance Tracker App, Actions allows you to create privilege for the users who are reputed to perform those actions. Once the privilege is created, the user can use that particular action on their Insurance Tracker App dashboard.

For instance : If an employee wants to create the insurance, then, in that case he must have the corresponding privilege to access “Create” fields in the Insurance App. You can follow the below steps to customize:

Steps to Customize Actions

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

    settings

  3. Select “Actions” from the “Security” drop-down in the left navigation panel.

    left panel

  4. Now, you can view the following associated apps and objects in the dashboard.
  5. Apps :
    • App Title Navigation
    • Create
    • Home
    • Export
    • Notifications
    • Reports
    • Search/Advanced Search
    • Save as View
    • Settings
    • Side Panel
    • Trash
    Object :
    • Bulk Action
    • Delete
    • Display Dropdown

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