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How can I give users permission to access search/Advanced search option in Opportunities App?
Updated on February 13, 2021 01:38AM by Admin
Opportunities app allows you to provide access to the users to view the “Search/Advanced search” option. The users who have the privilege of search access can use the “Search/Advanced Search” button found in the app header bar of the Opportunities app.
Steps to give permission to users
- 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 in the left navigation panel.
- Locate the “Search/Advanced Search” option from the “Apps” section and click on the Privileges dropdown.
- Click the "Create Privilege" option found at the bottom of the privilege dropdown.
- Create Privilege popup appears. Enter the name and description of the new privilege that you want to add against the "Search/Advanced Search" option.
- Click on the "Create" button.
- After creating the privilege, go to the 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
- Now, only the employees who have the privilege to perform the search operation can perform this action.
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