Set up Security

Undo2Restore has the following security roles:

Undo2Restore Administrator

The Undo2Restore Administrator is given the right to configure as well as use Undo2Restore solution.

Undo2Restore User

Undo2Restore User has the right to use the solution only to undo changes in Dynamics 365 CRM records. They cannot restore deleted records.

Note: It is necessary to assign any one of the above security roles to use Undo2Restore solution.

Using Power Platform

• Go to Advanced Settings → System → Security → Users.

• Select user → Manage security roles.

• Click on any one of the Undo2Restore security roles as per your business requirement → Click Save.

Using Classic UI

Here are the steps to assign security role 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 further queries, reach out to us at [e-mail]