# Set up Security

The first step is to assign security roles to users.

LiveChat4Dynamics has the following security roles:

{% tabs %}
{% tab title="LiveChat4Dynamics Administrator" %}
The user with the **LiveChat4Dynamics** **Administrator** security role is in charge of setting up the solution. They can Create Configurations, Record Types, Customize Templates, etc. with Dynamics 365 CRM.

&#x20;The user with the LiveChat4Dynamics **User** security role can only message the customer and convert them into lead, opportunity, etc.
{% endtab %}

{% tab title="LiveChat4Dynamics User " %}
The user with the **LiveChat4Dynamics** **Administrator** security role is in charge of setting up of the solution. They can Create Configurations, Record Types, Customize Templates, etc. with Dynamics 365 CRM.

&#x20;

The user with the LiveChat4Dynamics **User** security role can only message the customer and convert them into lead, opportunity, etc.
{% endtab %}
{% endtabs %}

{% hint style="info" %}
**Note:**

* It is necessary to assign any one of the above security roles to use the LiveChat4Dynamics solution.
* The System Administrator has all the rights that the LiveChat4Dynamics administrator has.
  {% endhint %}

Here are the steps to assign security roles to CRM users:

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FwD6EiDw5DDBOH1gdGLro%2Fsecurity%20role-1.png?alt=media&#x26;token=46a3987b-f8cb-4702-b1cd-d9036633deb9" alt=""><figcaption></figcaption></figure>

* Select **Users.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FZ58Pb5sWXUwjYERiIfDk%2Fsecurity%20role-2.png?alt=media&#x26;token=fc432347-54d8-471c-b37a-b8f55eb3cdec" alt=""><figcaption></figcaption></figure>

* Select user -> 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%2FB28c7kdwAKOeKLI8GFet%2F1.Select%20User.png?alt=media&#x26;token=bc047e4b-3f68-4d35-beed-8fc141b202d7" alt=""><figcaption></figcaption></figure>

* Click on any one of the LiveChat4Dynamics security roles as per your business requirement  -> Click **OK**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FGXbhnnyrLRlGgXC8HVbm%2F2.Role%20Update.png?alt=media&#x26;token=dd9ce933-c59f-43df-8ef9-c893a40e2b66" alt=""><figcaption></figcaption></figure>

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