Set up Security

This solution has two security roles: DeDupeD Administrator and DeDupeD User.

The user with DeDupeD Administrator security role is in charge of setting up the solution. They can view Entity Configuration, Duplicate Matching Rules and Duplicate Matching Conditions. He can also activate the DeDupeD License, and enable or disable DeDupeD duplicate detection through DeDupeD Settings entity.

Note: Only users with System Admin role can enable or disable entities for duplicate detection and merging.

Here are the steps to assign security roles to CRM users:

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

  • Select Users.

  • Select user --> Click on ellipsis --> MANAGE ROLES.

  • Click on any one of the DeDupeD security roles --> Click OK.

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