Set up Security

Click2Clone has the following security roles:

The Click2Clone Administrator has the right to create and modify a template other than cloning the records as needed.

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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