Attach2Dynamics has the following security roles:
Attach2Dynamics Administrator has the privilege to create and modify 'Entity Configurations' and 'Connector' entity records.
Attach2Dynamics User will be able to use Attach2Dynamics features but is not allowed to create 'Entity Configurations' or 'Connector 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.
For any queries, reach out to us at crm@inogic.com
Last updated 1 year ago
Was this helpful?
