Browse by Solutions
Browse by Solutions
What is the search privilege in Apptivo?
Updated on July 25, 2020 06:32AM by Admin
The Search Privilege is an option available for each field present in the Master Layout. With this, you can set the Privileges on who can search with a particular field while performing an advanced search.
Consider configuring search privilege for the Job Title field in the Contacts App of Apptivo CRM apps.
Steps to configure search privileges
- In the Contacts App of Apptivo, select Settings from the App Header.
- Go to Customize App → Master Layout from the left navigation panel. The Master Layout page will come into view.
- Here, we have selected the Job Title value. Click on it to view the Inspector tab.
- In the Inspector tab, scroll down to Search and select the dropdown for Search Privileges.
- You can either select an existing privilege or create a new privilege by clicking Add New.
- On selecting Add New, the Create Privilege popup will appear. Add a name and description of the privilege.
- On selecting create, a new privilege is created. Save the changes.
Note: You can set the privileges for the employees from the Employees App.
- When an employee has the created privilege, he can perform an advanced search with the values in the Job Title field.
- When an employee does not have the created privilege, he cannot perform search with the values in the Job Title field as the field will not be visible.
Flag Question
Please explain why you are flagging this content (spam, duplicate question, inappropriate language, etc):