# Set up Security

{% tabs %}
{% tab title="Kanban Board Administrator" %}
The user with **Kanban Board Administrator** security role can see both the BPF pins i.e. Global and Personal. The user can also view and use the Kanban Board Features for data visualization in Dynamics 365 CRM.
{% endtab %}

{% tab title="Kanban Board User" %}
The user with **Kanban Board User** security role can view and use Kanban Board features for data visualization in Dynamics 365 CRM. Also, the user will only see the Personal pin against BPF.
{% endtab %}
{% endtabs %}

{% hint style="info" %}
**Note:**&#x20;

* **Only a user with System Administrator Role or System Customizer Role can install and configure the solution.**
* **It is necessary to assign any one of the above security roles to use Kanban Board 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-MMojlH_tGMOfdsmK4wP%2F-MMom-O4JlkC0LLtYxrJ%2FSet%20Sec_1.png?alt=media\&token=4fb84e77-2c98-4004-8dae-1c61ea88d0ee)

* Select **Users.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MMojlH_tGMOfdsmK4wP%2F-MMom6jYD924GL9nie_f%2FSet%20Sec_2.png?alt=media\&token=0cb8b0b4-dc0f-42bf-96bf-675808157dcb)

* Select user --> Click on **MANAGE ROLES.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MMojlH_tGMOfdsmK4wP%2F-MMomFE8lLMJaXNSMa1C%2FSet%20Sec_4.png?alt=media\&token=39c0bbd0-83f0-469c-93cc-b99e694e7b52)

* 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-MMojlH_tGMOfdsmK4wP%2F-MMomLG2VQlA5jlDX-Bl%2FSet%20Sec_3.png?alt=media\&token=c229a9f3-735c-4554-82f2-966ab2e9622d)

**For Power Platform:**<br>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fht2MNlDhnnLdu5XcHKMf%2Fimage%201.png?alt=media&#x26;token=7cad4ec6-90b9-401b-9d80-608d3e53974e" alt=""><figcaption></figcaption></figure>

* Select a user, then click on **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%2FXM713w5T45i2CbgFZOuf%2Fimage%202.png?alt=media&#x26;token=4322e1d1-e73b-49d8-a4aa-ffba9caa1391" alt=""><figcaption></figcaption></figure>

* Click on **Manage Roles**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FTIZgopWerB8cNXqwXiuJ%2Fimage%203.png?alt=media&#x26;token=80f94529-ac96-4437-bbcb-09d1e0844e4c" alt=""><figcaption></figcaption></figure>

* Click on any one of the security roles, then click **Save**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FbcrJgiDp2FQ0IrZdOaR8%2Fimage%204.png?alt=media&#x26;token=e168e147-7bef-411f-a3fe-2a5ffb90aac4" alt=""><figcaption></figcaption></figure>

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