ClickDimensions Security Role Settings

ClickDimensions comes with four Security Roles included. The privileges associated with each are below.

ClickDimensions Core Security Role

Core Records Tab – No Privileges set
Marketing Tab – No Privileges set
Sales Tab– No Privileges set
Service Tab – No Privileges set
Business Management Tab

ClickDimensions Core - Business Management

Service Management Tab – No Privileges set

Customization Tab

ClickDimensions Core - Customization

Custom Entities Tab

ClickDimensions User Security Role

Core Records Tab

ClickDimensions User - Core Records

Marketing Tab

ClickDimensions User - Marketing

Sales Tab – No Privileges Set
Service Tab – No Privileges Set

Business Management Tab

ClickDimensions User - Business Management

Service Management Tab – No Privileges Set

Customization Tab

ClickDimensions User - Customization

Custom Entities Tab

cd user custom entity privileges

ClickDimensions Service Security Role

Core Records Tab

CLickDimensions Service - Core Records

Marketing Tab

ClickDimensions Service - Marketing

Sales Tab – No Privileges Set
Service Tab – No Privileges Set

Business Management Tab

ClickDimensions Service - Business Management

Service Management Tab – No Privileges Set

Customization Tab

ClickDimensions Service - Customization

Custom Entities

 

ClickDimensions Lock Email Blocks Security Role

Only the Customization tab has permissions set.

locking blocks