How do I Customize Collaboration in the Holidays App?

Updated on June 5, 2017 10:21PM by Admin

Holidays 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 Holidays App overview page. Then, this can be done with customizing the Collaboration settings.

Steps to Configure Collaboration

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

    settings

  3. Now, you can view the following associated objects in the Collaboration dashboard.
    • News Feed
    • Calendar
    • Follow Ups
    • Tasks
    • Call Logs
    • Emails
    • Notes
    • Documents
  4. By default, all associated objects will be enabled (Show status).

    enabled

  5. To hide the particular object, say “Calendar”, you can toggle off by sliding the button.

    disable calendar

  6. Now, you cannot view the “Calendar” object in the Holidays App overview page since it is hidden.

    no calendar view

  7. 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 your 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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