Configure Action Visibility and Access

  • Updated

Context

Your users will want to take action on the accounts and people they see are engaging. As an Admin, you can configure the actions available for your users from the Action Configurations page.

Tip: The action limits shown in the Limit column are informational only and cannot be changed. 

Action_Configuration.png

Prerequisites/Preparation

You must have Admin privileges. 

Steps

  1. From the left navigation bar, go to Settings_N.png Settings > Demandbase-Wide Settings > Action Configurations.
  2. To make an action visible for users, toggle on Quick action on/off.
  3. To make an action available only to Admins, toggle on Enabled for admin only.
    Important: This toggle is only available when you toggle on Quick action on/off.

Was this article helpful?

0 out of 1 found this helpful