How to create a data set in the Leads App?

Data Sets in Apptivo give you the ability to provide access privilege of object records to a specific group of people. Depending on the assigned data sets the records will be available for the employees or users of your firm.

Configuring Data Sets is a Two-step process:

• Create Data Sets

• Assign Data Set to employees

Steps to create a data set:

• Log in and access the Leads app from the universal navigation menu bar.

• Click on the More(...) icon and select Settings.

• On the settings page, go to Security → Data Sets and click on the Create button.

• The Create Data Set page will be displayed, Here enter:

• Name - Name of the data set.

• Description - Description of the data set.

• Enabled - Slide the toggle ON to enable the data set.

• The Criteria is the space where you can define the condition. Here, the criteria are set as “Lead Status= Prospecting”. This specifies will be grouped as a set.

• Click Create once done.

• Similarly, you can create multiple data sets.

Steps to Assign Data Sets to Employees:

• Select Data Access Sets which is under the drop-down menu of Security.

• Click on the Add button displayed on the right panel of the Data Access Sets page.

• Click on the Search icon in the Employee Name column.

• From the popup, select the required employee and click on the Select one button.

• Now click on the drop-down of Data Access which provides the lists of Data Sets that you have created. Select the Data Set.

• Click on the Tick icon to save.

• Now the data set is assigned to the employee that you’ve chosen for your business needs.

• Therefore, data access is provided for the specific employee. You can edit or delete the data access by using the Edit and Delete icons.