> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/click2clone/getting-started/set-security.md).

# 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="/files/vkCNaNDaQHdJIIFdtUJt" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/PhFpSCq3UUt8tby9jOkM" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/1qwT5hzXXdVLxDlYh46b" alt=""><figcaption></figcaption></figure>

### Using Classic UI

Here are the steps to assign security role to users.

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

![](/files/-M63BMkaGl_HfjUHwdkP)

* Select **Users.**

![](/files/-M63CqZv9Y5uR6AwCQmu)

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

![](/files/-M64xXh2vJQa-lvwtobc)

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

![](/files/-M64xcCW0cP6RWa3eR4-)

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