Action Configurations: Visibility, Access, and Action Limits

  • Updated

Your users will want to take action on the accounts and people they see are engaging. As an administrator, you can configure what actions are available for your users to take.

You access the Action Configurations page by clicking the Settings cogwheel in the left panel and then navigating to Demandbase-Wide Settings > Action Configurations.

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Toggle Visibility

On the Action Configurations page, you can toggle the visibility of an Action on or off with the toggle on the Quick Action on/off column.

Restrict User Access

If you only would like admins to be able to use this feature, move the Enabled for admin only toggle so it is active.  

Action Limits

You cannot change the action limits, but we wanted to share them with you to help you understand what is possible.

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