Set up Security
Alerts4Dynamics has the following security roles:
Alerts4Dynamics Administrator
Alerts4Dynamics Manager
Alerts4Dynamics User
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 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 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.
Here are the steps to assign security role to users.
  • Go to Advanced Settings --> Settings --> Security.
  • Select Users.
  • Select user --> Click on MANAGE ROLES.
  • Click on any one of the security roles --> Click OK.
Last modified 1yr ago
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