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How do I Customize Actions in the Projects app?
Updated on June 14, 2022 05:41AM by Admin
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.
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- Select Actions from the Security dropdown located at the left navigation menu bar.
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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.
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- You can also set the Privileges, where you can provide access to the users to perform actions.
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