How do I share my testimonials with other employees?

Updated on July 3, 2020 06:32AM by Admin

  • Connect to your Apptivo account and consider sharing an existing view in the Testimonials App.
  • Go to My Views on the left panel. You can see the list of existing views.
Home Page

  • Select an existing view. The associated testimonials will appear in the right panel.
  • Select the Pencil icon to customize the view.
Edit Icon

  • The Edit View popup will appear. Here, the share with other users toggle is disabled. Enable the toggle to share with other users and select Update.
Enable Toggle

  • You will be notified that the view is updated.
View Created

  • When another employee goes to the Testimonials App from his/her login, the view will be available under Shared Views.
Shared View

Note: The testimonials displayed in the view changes based on the privilege of the employee with whom the testimonials are shared.