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.
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.
For further queries, reach out to us at [email protected]
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