How can I give permissions to save the Custom View in Recruitment App?

Updated on May 20, 2020 05:31AM by Admin

  • Navigate to the Recruitment App from your Apptivo Account. Select the Settings icon from the App header.
Settings

  • In the Settings page, go to Security → Actions from the left panel.
Actions

  • The Actions page will load on the web page. Scroll down to the Save as View option. By default, the toggle is enabled. So, everyone who has access to the Recruitment App can use this feature.
  • If you want to hide this feature, disable the toggle. You can also restrict this feature only to fewer employees in your Organization.
  • To achieve this, make use of the Privilege dropdown to configure the privileges. Only those employees who have the selected Privilege can use this feature.
Privilege Dropdown

Note: The privilege for a particular feature is selected in the App, but the access to that particular privilege for an employee is configured in the Employees App of Apptivo. Click here to know more about Roles and Privileges.

  • Here, I have created a New Privilege called Save View and assigned it to Employees in the Employees App.
Privilege Selected

  • An employee, Caroline Forbes has access to the privilege. Now, she performs Advanced Search in the Recruitment App.
Employee 1

  • When the search results come into view, there is also an option to ‘’Save as View”.
Save as View Visible

  • However, Nadia James does not have the privilege to save a view in the Recruitment App. She performs Advanced Search.
Employee 2

  • As the Search Results load, you can see the Save as View feature is not visible.
View Hidden