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ClickDimensions Security Role Settings

The ClickDimensions comes with four Security Roles: ClickDimensions Core, ClickDimensions User, ClickDimensions Service, and ClickDimensions Lock Email Blocks. Click on the tabs below to see each security role's default settings.


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

CD Core


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


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

CD Service


ClickDimensions Lock Email Blocks Security Role

Only the Customization tab has permissions set.

locking blocks

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