Set up Security

Map My Relationships has the following security roles:

The Map My Relationships Administrator has organization-level access of all entities of Map My Relationships and is given the right to set up Map My Relationships view in Dynamics 365 CRM.

Note: It is necessary to assign any one of the above security roles to use Map My Relationships 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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