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

Updated on December 1, 2016 12:58AM by Admin

The follow up feature makes it simple to keep track of future dates when you’ll need to perform an activity for a timesheet. All follow ups are tracked in your home dashboard follow ups which makes it simple to manage follow up across all the apps.

Steps to Give User Permission to Schedule a Follow Up in Timesheets

  1. Log in and access Timesheets App from your universal navigation menu bar.
  2. Click on “Moreimage result for more iconicon and select “Settingsimage result for more iconlocated at the app header bar.
    image result to access settingss for using delete feature
  3. Click on “Actions” from Security drop down from left navigation panel.
  4. Locate the “Schedule Follow Up” option from “Object” section and click on privileges drop down.
  5. Click "Create privilege" option found at the bottom of the privilege drop down.
    image results for security actions to access schedule followup
  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 to create privilege  for access schedule follow up
  8. After creating the privilege go to Timesheets App to give access to particular Timesheets.
  9. Please refer this link:
  10. Now, employee James William has the privilege to schedule the follow up to a Timesheets. In James William login, the “Schedule Follow Up” button will be visible
    image result for access schedule follow up

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