How do I customize Actions in the Insurance Tracker app?

Updated on January 5, 2021 05:23AM by Admin

In the Insurance Tracker App, Actions allows you to create privilege for the users who are reputed to perform those actions. Once the privilege is created, the user can use that particular action on their Insurance Tracker app dashboard.

Steps to Customize Actions

  • Go to the Insurance Tracker App from the universal navigation menu bar.
  • Click on “More(...)” icon -> “Settings”.
Insurance Tracker app

  • Select “Actions” from the “Security” dropdown in the left navigation panel.

  • Now, you can view the associated apps and objects in the dashboard. Here, you can perform a number of actions.
  • The actions that are not required can be hidden by disabling the toggle or restricted using the Privilege dropdown.