Set up Security

Alerts4Dynamics has the following security roles:

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.

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

Alerts4Dynamics User

Alerts4Dynamics user can view notifications and create Record-Based Alerts for the records they own.

Note:

• 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.

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.

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

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

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

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

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

• Select Users.

• Select user --> Click on MANAGE ROLES.

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

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