# Set up Security

 

InoLink has the following **Security Roles**:

{% tabs %}
{% tab title="InoLink Administrator" %}
The **InoLink Administrator** is given the right to both configure InoLink settings and promote the record to QuickBooks.
{% endtab %}

{% tab title="InoLink Application User" %}
This basically serves the internal application purpose and the way it works is, when InoLink is installed in the system, it automatically creates **'InoLink Service Account'** user that is found under a list of **'Enabled Users'** and this InoLink Application User role automatically gets assigned to this InoLink Service Account User.
{% endtab %}

{% tab title="InoLink User" %}
The **InoLink User** is given the right to just promote the record to QuickBooks but won’t be able to configure InoLink settings.
{% endtab %}
{% endtabs %}

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

Here are the steps to assign security role to users.

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

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M637Vnr8Z4RcTJzZuDB%2F-M63BMkaGl_HfjUHwdkP%2Fa.png?alt=media\&token=1846031c-4ea8-49ad-998e-7a5900178250)

* Select **Users.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M637Vnr8Z4RcTJzZuDB%2F-M63CqZv9Y5uR6AwCQmu%2Fb.png?alt=media\&token=f56a8eff-b5e9-4e60-b30e-e855d6d599ec)

* Select a **user** --> Click on **Manage Roles.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MVtNpdroI6PbtwAvUtB%2F-MVtSsANzasjeOzxNQLG%2FSec%20Role_2.png?alt=media\&token=b78befa8-7adf-4ac7-8cc2-7020ee78e8ff)

* Select the security role you want to assign --> Click **Ok**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MVtNpdroI6PbtwAvUtB%2F-MVtT0flStSHq7gUQrVr%2FSec%20Role_1.png?alt=media\&token=b3470a92-313b-40b7-9622-0e8705efb543)

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