How do I Customize Actions in Customers app?

In Customers App settings, Actions allow providing access to the users who are deputed to certain privileged actions.

The users are given access as well as a privilege for a specific action. They have to customize their Customers App accordingly.

Here are the steps to customize Actions in Apptivo Customer App

To Customize the Actions

• Log in and access Customers App from your universal navigation menu bar.

• Click on the More(...) icon and select Settings from the app header bar.

• Select Actions from the Security dropdown located at the left navigation menu bar.

Here, you can create a privilege to the action in which we want to give access to the users. Now, we’ll go through each action with privileges.

• Apps

• Create

• Export

• Home

• Imports

• Notifications

• Report

• Save as

• View

• Search/Advanced Search

• Settings

• Trash

• Side Panel

• Object

• Add to Target List

• Bulk Action

• Email

• Delete

• Display Dropdown

• Duplicate

• Schedule Follow Up

• Remove Contact

• Useful Links

• You can disable the apps, by using the toggle. For instance, when I disable the Export toggle, the export button will not be available on the orders overview page.

• You can also set the Privileges, where you can provide access to the users to perform actions.