By default, Marketing Automation has four security roles—Core, User, Service, and Lock Email Blocks. You can learn more about our security roles and their purpose here. However, if none of those roles fit your needs, you can create custom security roles as shown below.
NOTE: We do not recommend that you edit these default security roles because the next time your Click solution is upgraded the security roles will be overwritten back to default. Instead, please copy an existing Click role to tweak. You will need System Admin privileges in order to copy and create new roles.
- Click's CRM
Creating a Custom Role
To do so, begin by navigating to Advanced Settings > Settings > Security > Security Roles.
Before you begin, note that you must have a system administrator security role to edit pre-existing 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 Click 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.
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.
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.