About Julie Patrick

Julie Patrick is Manager, Product Consulting at ClickDimensions.

Security Role Privileges and Access Levels Needed to Set up Subscription Management

In two previous blog posts, we have discussed setting up security roles and access levels for users to send ClickDimensions emails. These same principles can also be used to determine [...]

Applying Access Levels to Security Roles on ClickDimensions Entities to Send Emails

In an earlier blog post, we discussed how to set up custom security roles so users can send ClickDimensions emails. While that article covered the actual privileges needed to send [...]

Security Role Privileges Needed to Send ClickDimensions Emails

CRM includes a complex security hierarchy so users can customize the actions that can be performed on which records and entities. ClickDimensions has a similar security model with our own entities so [...]

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