How can I Give Permissions to Users for Trash in Opportunities App?

Updated on November 1, 2017 12:44AM by Admin

Opportunities App allows you to provide access to the users who are given access to retrieve deleted opportunity from opportunities app. The users who have privilege to access  trash  can use the “Trash” option found in “More” icon on app header bar in opportunities app. Lets quickly go through the steps to make things clearer.

Steps to Give Permission to Users for Trash Option in Opportunities 

  1. Log in and access opportunities App from your universal navigation menu bar.
  2. Click on “More” icon  and select “Settings” located at the app header bar. 
    setting
  3. Click on “Actions” from security drop down from left navigation panel. 
    actions
  4. Locate the “Trash” option from “App” section and click on privileges drop down. 
    trash
  5. Click "Create privilege" option found at the bottom of the privilege drop down. 
  6. Create privilege pop up appears. Enter the name and description of the new privilege that you want to add against the trash option.
    create privileges
  7. Click on "Create" button.
  8. After creating the privilege go to Employees App to give access to particular employees.
  9. Please refer this link: https://answers.apptivo.com/questions/12694/how-do-i-assign-custom-privilege-to-employee-for-managing-objects-found         
  10. Now, employee Mark Henry has the privilege to retrieve deleted opportunity. In Mark Henry login, the “Trash” option will be visible as shown in the image below: 
    trash