Security Roles

Security roles are provided to Click2Clone users in order to moderate the access level. This is an important aspect because when you have a lot of users in your Dynamics 365 CRM, if everyone will have the same access level then multiple users will be able to edit the templates which is not feasible from business point of view. Thus two new security roles, particularly for Click2Clone, come along with the solution:

  1. Click2Clone Administrator – The Click2Clone Administrator is given the privilege either to create or modify the template for a particular entity.
  2. Click2Clone User – User assigned as Click2Clone User can clone records apart from the Click2Clone Administrator. This user cannot create a template but can use it.

Therefore, moderation helps keep in check the access level to comply with the business requirements.

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For any queries feel free to Contact Us at crm@inogic.com