Click & Pay Suite: Settings - Security
Security allows you to grant Access to Click & Pledge functionality by Salesforce User Profiles in your Salesforce instance. Permissions may be set for Show Tab, Add, Edit, View, and Delete for each Tab in the Vault, Store/Events, Dispatch, Settings, Profile, Analyst and Clickits.
If the organization has more than one Click & Pledge account, they may assign security permissions for the profile in multiple Click & Pledge account(s).
Note: The security for the System Admin may not be edited.
You may restrict Salesforce Profiles for specific Click & Pledge Accounts. At the bottom of the screen, assign Accounts for each Tab in Click & Pay Suite by moving the account number from the available accounts box to the selected account box.
Note: If you list multiple accounts in the Selected Accounts box, the user profile selected will have those permissions for all the selected accounts.
Import
Security files may be exported from Account created in and imported into another account.