# 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FdQOouJgjZkhl55fq2rKs%2F1.png?alt=media&#x26;token=368bd397-06cb-40f8-bb94-0039edb363a7" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FMC77DzvftBtgCYn7icgj%2F2.png?alt=media&#x26;token=09a428f8-c37d-469b-bf2a-db52715921d0" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FdfVTOs5K2HyaZ6a6cPFJ%2F3.png?alt=media&#x26;token=d8137fbd-3ef9-4050-baf2-ad868885f510" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Flqq0J1R5hRzOVwYS8KbX%2F4.png?alt=media&#x26;token=88e23cec-355f-40ab-ab76-0217283a822c" 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**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MAALg-pTN86b6Igu5iX%2F-MAANJWW4E1ZVeilnt1J%2Faa.png?alt=media\&token=6917d431-16f7-4e28-b089-0233d5101120)

* Select **Users.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MAALg-pTN86b6Igu5iX%2F-MAANPyLn0MImM-uR1PH%2Fbb.png?alt=media\&token=c0f3c772-e836-4bc3-826a-3d5b92b60e1e)

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

<div align="left"><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MAALg-pTN86b6Igu5iX%2F-MAANUhD18p-K-QDHCQo%2F11.png?alt=media&#x26;token=5da16b1d-c913-42a5-bf49-a2a80b39cfdc" alt=""></div>

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

<div align="left"><figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FzxyiGCB6ov2nLDMlgyRM%2F4.png?alt=media&#x26;token=8209a70d-58df-4370-9850-8d41c963a83e" alt=""><figcaption></figcaption></figure></div>

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