Set up Security
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Marketing4Dynamics has the following security roles:
The Marketing4Dynamics Administrator is in charge of setting up and configuring the solution.
Note: It is necessary to assign any one of the above security roles to use Marketing4Dynamics 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.
For Admin select "Marketing4Dynamics Administrator".
For user select "Marketing4Dynamics User".
For further queries, reach out to us at crm@inogic.com