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.
Last modified 8mo ago
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