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.
For any queries, reach out to us at crm@inogic.com
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