How can I give access to users for side panel view in opportunities?

Opportunities App allows you to provide access to the users who are reputed to access the “Side panel” option in the Opportunities app. The users who have the privilege can use the “Side panel” feature found on any view of the Opportunities app.

Steps to give permission to users to access side panel view in Opportunities

• Log in and access the Opportunities app from your universal navigation menu bar.
• Click on the “More” icon and select “Settings” located at the app header bar.

• Click on “Actions” from the "Security" dropdown present in the left navigation panel.

• Locate the “Side Panel” option from the “Apps” section and click on the "Privilege" dropdown.
• You can either choose an existing privilege or click the "Create privilege" option found at the bottom of the Privilege dropdown to create a new privilege and assign it to employees. Here, we are creating a new privilege.

• "Create Privilege" popup appears. Enter the "Name" and "Description" of the new privilege that you want to add against the side panel option.

• Click on the "Create" button.
• After creating the privilege, go to Employees App to give access to particular employees.
• Please refer to this link: https://answers.apptivo.com/questions/12694/how-do-i-assign-custom-privilege-to-employee-for-managing-objects-found
• Only the employees who have the selected privilege can access the side panel view.