Set up Security
Attach2Dynamics has the following security roles:
Attach2Dynamics Administrator has the privilege to create and modify 'Entity Configurations' and 'Connector' entity records.
Follow the steps below to assign security roles 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.


For any queries, reach out to us at [email protected]
Last updated
Was this helpful?