Ideas App allows you to customize the Actions, where you can give privilege access to the authorized user to perform a particular action on their account.
Steps to Customize the Actions
- Go to the “Ideas App” from your universal navigation menu bar.
- Click on the “More(...)” icon and choose “Settings”.
- Click on “Security” dropdown and select “Actions” from the left navigation panel.
- Different actions listed below are available on the Actions page.
- Bulk Action
- Create
- Delete
- Home
- Search/Advanced Search
- Save As View
- Settings
- Side Panel
- Dashboard
- Display Dropdown
- Schedule Follow Up
- Trash
- Target
- Useful Links
- With the privileges feature, you can provide selective access only to certain employees in your organization.
- If needed, you can also completely hide a particular action. Consider removing bulk actions from the Ideas App.
- The action will not be visible in any view of the Ideas App.
Related Links
