# 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.

 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.

 

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="/files/j8e4e8d1LmvqzDkPXnMY" alt=""><figcaption></figcaption></figure>

* Select **Users.**

<figure><img src="/files/Ngde0qQtmEeO5S2YyMWM" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/1Whm2cWCQjibnUXe984r" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/1h9JoQ3bYeYhGa6bJSCE" alt=""><figcaption></figcaption></figure>

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


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