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

Updated on February 15, 2021 03:34AM by Admin

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.
Opportunities app

  • 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.
Sidepanel Dropdown

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

Side Panel View