Ideas - ClickDimensions Marketing Automation for D365

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Improved Security: Limit Access to Email Templates and Manual Campaign Automations

Hi,

Over the past few months our company has run into a few limitations with Click Dimensions involving security. For instance, we have unsuccessfully tried to

  1. Limit Manual Campaign Automations so only specific users or user roles can run them.

  2. Assign a quick send email template to a specific business unit

Overall it would be beneficial to apply user/user-role/business unit/teams level security to these entities. Also there may be other entities that this would be useful for this applied to.

This would allow organizations to prevent certain users from completing specific tasks while still allowing them to access the data they need.

  • Kevin Cross
  • Nov 15 2021
Campaign Automation
  • Attach files

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