Set up Security
Click2Undo has the following security roles:
Click2Undo Administrator
Click2Undo User
The Click2Undo Administrator is given the right to configure as well as use Click2Undo solution.
The Click2Undo User has the right to use Click2Undo 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 Click2Undo solution.
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.
Last modified 6mo ago
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