Set up Security

Attach2Dynamics has the following security roles:

Attach2Dynamics Administrator

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

Attach2Dynamics User

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.

Admin Role

User Role

For any queries, reach out to us at [email protected]