Custom Security Roles for ClickDimensions

By default, ClickDimensions has three security roles: ClickDimensions Core, ClickDimensions User, and ClickDimensions Service. An overview of each of those security roles can be found here and a more detailed description can be found here.

We do not recommend that you edit the ClickDimensions Core, User, and Service security roles because the next time your ClickDimensions is upgraded the security roles will be overwritten back to default. Instead, if you wish to edit permissions, please copy an existing ClickDimensions role to tweak. Instructions follow.
You will need System Admin privileges in order to copy and create new roles.


If none of those security roles fit your needs, you can create custom security roles.

To do so, begin by navigating to Settings > Security > Security Roles.

navigate-to-security

security-roles

Before you begin, note that you must have a system administrator security role to edit preexisting or create new security roles.

Security Roles displays a list of preexisting security roles. Clicking on one of them will open a window displaying a detailed view of the role. In the detailed view, everything pertaining to ClickDimensions is found in the Custom Entities tab. Please note the key below, which can help you determine if the user has access to all records, just the ones he or she made, or none at all. Hovering over each of the labels will give you more details on its function.

cd-user-role-custom-entities

You can either create a new security role from scratch, or you can make a copy of a preexisting security role, make changes to it, then save it as a new security role. To create a new security role, click the New button at the top left corner of the list. If you choose this option, you will have to name the role then set the security levels for every field manually.

security-role-new-button

If your new security role will be the same as an existing one except for a few key differences, the best option is to create a new security role by copying a preexisting one. To copy and edit a preexisting security role, open the role you want to copy, then click Actions at the top of the security role details window and select Copy Role from the drop down list. This creates an exact copy of the role. To change it into the new role, rename it, change whichever specific fields you need to change, then save and close it.

copy-security-role

name new security role


If none of those security roles fit your needs, you can create custom security roles. To do so, begin by navigating to Settings > Administration > Security Roles.  Before you begin, note that you must have a system administrator security role to edit preexisting or create new security roles.

administartion security roles

Security Roles displays a list of preexisting security roles. Clicking on one of them will open a window displaying a detailed view of the role. In the detailed view, everything pertaining to ClickDimensions is found in the Custom Entities tab. Please note the key below, which can help you determine if the user has access to all records, just the ones he or she made, or none at all. Hovering over each of the labels will give you more details on its function.

security role clickdimensions user

You can either create a new security role from scratch, or you can make a copy of a preexisting security role, make changes to it, then save it as a new security role. To create a new security role, click the New button at the top left corner of the list. If you choose this option, you will have to name the role then set the security levels for every field manually.

new security role

If your new security role will be the same as an existing one except for a few key differences, the best option is to create a new security role by copying a preexisting one. To copy and edit a preexisting security role, open the role you want to copy, then click Actions at the top of the security role details window and select Copy Role from the drop down list. This creates an exact copy of the role. To change it into the new role, rename it, change whichever specific fields you need to change, then save and close it.

copy security role name new security role


If none of those security roles fit your needs, you can create custom security roles. To do so, begin by navigating to Settings > Administration > Security Roles.  Before you begin, note that you must have a system administrator security role to edit preexisting or create new security roles.

SecurityRoles

Security Roles displays a list of preexisting security roles. Clicking on one of them will open a window displaying a detailed view of the role. In the detailed view, everything pertaining to ClickDimensions is found in the Custom Entities tab. Please note the key below, which can help you determine if the user has access to all records, just the ones he or she made, or none at all. Hovering over each of the labels will give you more details on its function.

SecurityRoleCustom

You can either create a new security role from scratch, or you can make a copy of a preexisting security role, make changes to it, then save it as a new security role. To create a new security role, click the New button at the top left corner of the list. If you choose this option, you will have to name the role then set the security levels for every field manually.

create new security role

If your new security role will be the same as an existing one except for a few key differences, the best option is to create a new security role by copying a preexisting one. To copy and edit a preexisting security role, open the role you want to copy, then click Actions at the top of the security role details window and select Copy Role from the drop down list. This creates an exact copy of the role. To change it into the new role, rename it, change whichever specific fields you need to change, then save and close it.

CopyRole

CopyRoleNew