Set up Security

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.

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.

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.

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