Set up Security

Attach2Dynamics has the following security roles:

Attach2Dynamics Administrator has the privilege to create and modify 'Entity Configurations' and 'Connector' entity records.

Note: It is necessary to assign any one of the above security roles to use Attach2Dynamics Solution

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.

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