> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/alerts4dynamics/getting-started/set-up-security.md).

# Set up Security

**Alerts4Dynamics** has the following security roles:

{% tabs %}
{% tab title="Alerts4Dynamics Administrator " %}
The **Alerts4Dynamics Administrator** has the rights for License Registration, Enable Entity Configurations, Read Entity Configuration, Create Alerts, View Alerts of other users and has organization-level access of all entities of **Alerts4Dynamics**.
{% endtab %}

{% tab title="Alerts4Dynamics Manager" %}
**Alerts4Dynamics** Manager can Create Alerts and see status of Read/Dismissed Alerts by users. Also, **Alerts4Dynamics** Manager can see only those Alerts that are created by him
{% endtab %}

{% tab title="Alerts4Dynamics User" %}
**Alerts4Dynamics** user can view notifications and create Record-Based Alerts for the records they own.
{% endtab %}
{% endtabs %}

{% hint style="info" %}
**Note:**&#x20;

* **It is necessary to assign any one of the above security roles to use Alerts4Dynamics solution**
* **System Administrator has all the rights that Alerts4Dynamics administrator has**
* **For other than the English language, the user must have one of the following roles Alerts4Dynamics User, Alerts4Dynamics Manager, or Alerts4Dynamics Admin even if the user is system admin.**
* **When a new user is created and added to the instance, the user will automatically be assigned with the ‘Alerts4Dynamics User’ Security Role.**
* **If System Admin changes the Business Unit of a user, then "Alerts4Dynamics User" security role will automatically  get applied to the user of that respective Business Unit.**
  {% endhint %}

Follow the simple steps given below to assign security roles to CRM users.

* Navigate to **Alerts4Dynamics App** -> **License Registration** -> Click on the **Assign Security Role** button.

<figure><img src="/files/Hc49P3PSd2QrHArCpc3W" alt=""><figcaption></figcaption></figure>

* A confirmation dialog box will appear. Click on **OK.**

<figure><img src="/files/z6XnAf6NRXqoDY0ej9U7" alt=""><figcaption></figcaption></figure>

* The **Alerts4Dynamics user** security role will now be assigned to all the users present in Dynamics 365 CRM.

<figure><img src="/files/9oWRd1c0XXq9WKCmSRLH" alt=""><figcaption></figcaption></figure>

* Now click on **"OK"** to close the pop up.

<figure><img src="/files/CQYRWqDx45GPmj2bw7vs" alt=""><figcaption></figcaption></figure>

&#x20;You can also follow another alternative method to set up security roles, as mentioned below:

* Go to **Advanced Settings** --> **Settings** --> **Security**.

![](/files/-MAANJWW4E1ZVeilnt1J)

* Select **Users.**

![](/files/-MAANPyLn0MImM-uR1PH)

* Select user --> Click on **MANAGE ROLES.**

<div align="left"><img src="/files/-MAANUhD18p-K-QDHCQo" alt=""></div>

* Click on any one of the security roles --> Click **OK.**

<div align="left"><figure><img src="/files/WFezvojPKXZn0PGyQ8wT" alt=""><figcaption></figcaption></figure></div>

{% hint style="success" %}
For any queries, reach out to us at <crm@inogic.com>
{% endhint %}
