# Set up Security

Undo2Restore has the following security roles:

{% tabs %}
{% tab title="Undo2Restore Administrator " %}
The **Undo2Restore Administrator** is given the right to configure as well as use Undo2Restore solution.
{% endtab %}

{% tab title="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.
{% endtab %}
{% endtabs %}

{% hint style="info" %}
**Note: It is necessary to assign any one of the above security roles to use Undo2Restore solution.**
{% endhint %}

### Using Power Platform

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fpt8Krc1wM0H5sV65yBts%2Fset%20up%20security%201.png?alt=media&#x26;token=89793b68-be56-4a8b-9e44-8b43bc8f95e3" alt=""><figcaption></figcaption></figure>

* Select user → **Manage security roles.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fc0nfuiQOmGN3qGxIpPxv%2Fset%20up%20security%202.png?alt=media&#x26;token=d51c0be4-d06d-4e9b-9be6-3f6632834808" alt=""><figcaption></figcaption></figure>

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

<div align="left"><figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F8FYRRtZ0tH0gDvGp6Zvx%2Fset%20up%20security%203.png?alt=media&#x26;token=c98d81f8-140e-4583-8463-52b4cad227d1" alt=""><figcaption></figcaption></figure></div>

### Using Classic UI

Here are the steps to assign security role to users.<br>

* Go to Advanced Settings --> Settings --> Security.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M4zjz1wTLyc_0JPd0Ji%2F-M4zrWxIECR_tszC4Htj%2Fsec_1%20-%20Copy.png?alt=media\&token=f70c6d2a-e535-4405-97dd-b64bd8af4921)

* Select Users.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M4zjz1wTLyc_0JPd0Ji%2F-M4zrddkU9sgnOQccGE8%2FSec_2%20-%20Copy.png?alt=media\&token=386bfbe2-41f5-4e84-8275-cbba3bf7c4d4)

* Select user --> Click on Manage Roles.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M4zjz1wTLyc_0JPd0Ji%2F-M4zrnKUPnOt-QEHPSBE%2Fsec_4%20-%20Copy.png?alt=media\&token=3b598958-6903-43cd-b1e2-a6fbd193cfe4)

* Click on any one of the security roles --> Click Ok.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M4zjz1wTLyc_0JPd0Ji%2F-M4zsQ2ZfDTw0AJV2Z2f%2Fsec_6.png?alt=media\&token=5607041b-0326-4078-8bcf-ae81b4bae6bc)

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}
