Set up Security

The first step is to assign security roles to users.

LiveChat4Dynamics has the following security roles:

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.

The user with the LiveChat4Dynamics User security role can only message the customer and convert them into lead, opportunity, etc.

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.

The user with the LiveChat4Dynamics User security role can only message the customer and convert them into lead, opportunity, etc.

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.

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

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

• Select Users.

• Select user -> click on MANAGE ROLES.

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

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