# Set up Security

**Click2Clone** has the following security roles:

{% tabs %}
{% tab title="Click2Clone Administrator " %}
The **Click2Clone Administrator** has the right to create and modify a template other than cloning the records as needed.
{% endtab %}

{% tab title="Click2Clone User" %}
The **Click2Clone User** has the right to use the template and only clone the records. They cannot create/modify any templates
{% endtab %}
{% endtabs %}

{% hint style="info" %}
**Note: It is necessary to assign any one of the above security roles to use Click2Clone solution.**
{% endhint %}

### Using Power Platform

Here are the steps to assign security roles to CRM users:

1. Go to **Advanced Settings** → **System** → **Security** → **Users**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FDYo7Pt0X4NtPcXCz64YG%2Fimage.png?alt=media&#x26;token=7b864be6-d637-44ea-b683-a2762dc79426" alt=""><figcaption></figcaption></figure>

2. Select **user** → **Manage security roles**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F5VRUKOKEnXBldzPptxuH%2Fimage.png?alt=media&#x26;token=8723c4dc-a0a5-4a7e-be32-31f68c2183b6" alt=""><figcaption></figcaption></figure>

3. Click on any one of the Click2Clone security roles as per your business requirement → Click **Save**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F64Uo1Nl0ImNRQonqO7qk%2Fimage.png?alt=media&#x26;token=05fd9f40-a164-4456-b3a1-f192d82e91f6" alt=""><figcaption></figcaption></figure>

### Using Classic UI

Here are the steps to assign security role to users.

* Go to **Advanced Settings** --> **Settings** --> **Security**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M637Vnr8Z4RcTJzZuDB%2F-M63BMkaGl_HfjUHwdkP%2Fa.png?alt=media\&token=1846031c-4ea8-49ad-998e-7a5900178250)

* Select **Users.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M637Vnr8Z4RcTJzZuDB%2F-M63CqZv9Y5uR6AwCQmu%2Fb.png?alt=media\&token=f56a8eff-b5e9-4e60-b30e-e855d6d599ec)

* Select user --> Click on **Manage Roles.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M64mWTGR0zOsWTltS2s%2F-M64xXh2vJQa-lvwtobc%2Fc.png?alt=media\&token=c6d27387-f3f0-4b63-add8-388fbbbe0c7d)

* Click on any one of the security roles --> Click **Ok**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M64mWTGR0zOsWTltS2s%2F-M64xcCW0cP6RWa3eR4-%2Fd.png?alt=media\&token=50075f27-f480-47bb-a2d4-749c5e1eadf4)

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}
