How do I Customize Actions in the Projects app?

In Projects App settings, Actions allow providing access to the users who are deputed to certain privileged actions. The users are given access as well as a privilege for a specific action. They have to customize the Projects App accordingly.

Here are the steps to customize Actions in Apptivo Project App:

To Customize the Actions:

• Log in and access the Projects App from your universal navigation menu bar.

• Click on the More(...) icon and select Settings from the app header bar.

• Select Actions from the Security dropdown located at the left navigation menu bar.

Here, you can create a privilege to the action in which we want to give access to the users. Now, we’ll go through each action with privileges.

• Apps

• Create

• Display

• Home

• Notification

• Report

• Save as View

• Search/Advanced Search

• Settings

• Side Panel

• Trash

• Useful Links

• Export

• Object

• Quick Actions

• Bulk Action

• Generate

• Delete

• Restore

• Delete Forever

• Enable

• Create Task

• You can disable the apps, by using the toggle. For instance, when I disable the Notification toggle, the notification button will not be available on the projects overview page.

• You can also set the Privileges, where you can provide access to the users to perform actions.