Purpose
This role should be assigned to all users, even users not using ClickDimensions. It contains the minimum set of privileges that are required by the ClickDimensions plugins and will prevent failures in creating Leads, Contacts and Opportunities.
Permissions
Business Management Tab
Customization Tab
Custom Entities Tab
Tabs without Permissions
- Core Records Tab
- Marketing Tab
- Sales Tab
- Service Tab
- Service Management Tab