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Click2Clone
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Set up Security
Click2Clone
has the following security roles:
Click2Clone Administrator
Click2Clone User
The
Click2Clone Administrator
has the right to create and modify a template other than cloning the records as needed.
The
Click2Clone User
has the right to use the template and only clone the records. They cannot create/modify any templates
Note: It is necessary to assign any one of the above security roles to use Click2Clone solution.
Here are the steps to assign security role to users.
Go to
Advanced Settings
-->
Settings
-->
Security
.
Select
Users.
Select user --> Click on
Manage Roles.
Click on any one of the security roles --> Click
Ok
.
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Configuration
Last modified
1yr ago
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