How do I Allow Users to Schedule a Follow Up to Employees?

Updated on November 17, 2016 01:31AM by Admin

Employees App allows you to provide access to the users who are reputed to view Schedule follow up option in Employees App. The users who have privilege for Schedule follow up are able to access "Schedule follow up" button found in overview page of Employee.

For instance: If a super user (Katie Dustin) wants to give privilege for access Schedule follow up option to his employee (James William), then he will do the succeeding steps.

Give Permission to Users for Schedule a Follow Up Feature in Employees App

  1. Log in and access “Employees App” from your universal navigation menu bar.
    image result for employees
  2. Click on “More” icon and select “Settings” located at the app header bar.
    image result for employees
  3. Click on “Actions” from security drop down from left navigation panel.
  4. Locate the “Schedule Follow Up” option and click on privileges drop down.
  5. Click "Create privilege" option found at the bottom of the privilege drop down.
    image result for employees
  6. Create privilege pop up appears. Enter the name and description of the new privilege that you want to add against the “Schedule Follow Up” option.
  7. Click on "Create" button.
    image result for employees
  8. After creating the privilege go to Employees App to give access to particular employees.
  9. Please refer this link:
  10. Now, employee James William has the privilege to schedule a follow up to an employees. In James William login, the “Schedule Follow Up” button will be visible as shown in the image below:
    image result for employees