The Complete Guide to Dynamics 365 CRM Translation – Custom entities, field text et al.
Explore More
InogicProfessional Services

Set up Security

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.

Note:

  • 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.

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.

For Power Platform:

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

  • Select a user, then click on Manage Security Roles.

  • Click on Manage Roles.

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

For further queries, reach out to us at [email protected]

PreviousLicense ActivationNextConfiguration

Last updated

Was this helpful?