The Employees app settings permits you to design the employees app in order to function according to your requirements. Every business is different, so it’s always recommended you go through the entire setting process before creating an employee.


The general feature which leads to giving the access for pertained employees.


Customizing collaboration in campaigns app can make various customization like “Show or Hide” and collaboration security. Your association dashboard includes:

  • News Feed
  • Calendar
  • Followups
  • Tasks
  • Call Logs
  • Email
  • Notes
  • Documents

Quick Links

The purpose of adding the help links are helpful for quick reference about the app. You can add your reference links which guides you to specify the feature of the app.

Email Templates

Email templates are the newsletter which allow you to set up predefined messages. Message templates are customized email messages that you can send to your customers. Message templates can be used with any email sent from App, and they are also used for auto-reminders.

  1. Create your own message template
  2. Provide name, description and message
  3. Edit/Delete message templates
  4. Choose the template while sending mail to concerned person

Customize App

Customizing the Campaigns App allows you to custom it as per your business requirements.

  1. App Naming
  2. This allows you to rename the app according to your business need, which can be used for easy identification through the UI navigation.

  3. Master Layout
  4. This supports you to add more custom fields that are not provided in the creation page, based on your business. Also, you can secure your custom fields, rename an attribute etc..

  5. List Layout
  6. Customizing the List Layout, you can easily access your preferred section quickly to save your custom views. This allows you to view the preferred fields in table format.

  8. Views are the filters that are easily accessible in the left navigation menu. Views can be configured and set as per your necessity in the left side navigation of the campaigns dashboard.


Employees App provides predefined roles which enable employees to access the different apps. These roles are part of comprehensive security system, to ensure each user can securely connect, and only access the data which belongs to them. Users can sort by app category and select from these predefined security roles or create a custom role as shown below.

Custom roles are used to create your own role, group the apps and set the access privileges. For example: The Projects, Invoices and Timesheets moderator allows creating the series about the billing and tracking hours for the project. This custom role can only add the items from the App Store and view all the Projects, Invoices and Timesheets. Apart from this, the “Projects, Invoices and Timesheets moderator” have no access to perform the actions on these apps.