How to add privileges for the Export option under the Work Orders app?

Updated on March 8, 2022 02:13AM by Admin

The Privileges feature of Apptivo allows you to provide access to selective employees added to your business. This feature is extended for the actions like export, delete, convert, and so on. Only those employees who have the selected privilege can view or perform the actions. For instance, Let’s consider creating the privilege for exporting the work orders in the Work Orders app.

Steps to Create a Privilege:

  • Log in and access the Work Orders app from the universal navigation menu bar.
  • Click on More(...) icon and go to Settings→ Security → Actions.
WorkOrders - Actions
  • Scroll down and you can see the Export toggle under the Action section.
WO - Export
  • By disabling the Export toggle, the delete option won’t show up on the opportunity page for all the employees.
  • You can define who needs to view the delete button, through privilege.
  • Click on the Privilege dropdown and select the Create Privilege to add privilege.
WO - Create Privilege
  • For instance, let’s create a new privilege named Export Action Privilege.
  • Click on the Create button.
WO - Privilege Created
  • Choose the created Export Action Privilege for “Export”.
WO - Pri Set

Create and Assign Role to an Employee:

  • After creating the privilege go to the Employees app to create a new role.
  • Click on the More(...) icon and select Settings.
Employees Settings
  • On the Settings page, click on the Security dropdown and select the Roles.
  • Click on the Create button.
Role Create button
  • In the Create Role popup, specify a Role Name, Here the role name is “HR”.
  • Then click on Add button to add the created or existing privilege for the created role.
Emp - Add
  • Choose the category as CRM and apps as Work Orders.
  • Select “Export Action Privilege”. Click on the Save button.
Emp - Save
  • Then, click on the Create button.
Emp - Role Created
  • Now, select an employee you would like to give access to view the Export button and click on More Details(...).
  • Here we are adding “HR” to an employee “Rose Jensen”.
HR Rose
  • Now only the employee, Rose Jensen is able to view the Export button on the opportunity overview page as shown below.
WO - Rose
  • Other employees will not be able to delete the opportunities as shown below.
WO - Larry

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