> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/kanban-board/getting-started/set-up-security.md).

# 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**.

![](/files/-MMom-O4JlkC0LLtYxrJ)

* Select **Users.**

![](/files/-MMom6jYD924GL9nie_f)

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

![](/files/-MMomFE8lLMJaXNSMa1C)

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

![](/files/-MMomLG2VQlA5jlDX-Bl)

**For Power Platform:**<br>

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

<figure><img src="/files/xJgT2dqfzMHUdNzh5N1j" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/SSLSa7Ujzuwubdb9b8Ta" alt=""><figcaption></figcaption></figure>

* Click on **Manage Roles**.

<figure><img src="/files/EiL1WXjCpf3jM0nxJ77R" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/DpXNm4kQwHbySyrEHs9G" alt=""><figcaption></figcaption></figure>

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