Set up Security

Marketing4Dynamics has the following security roles:

Marketing4Dynamics Administrator

The Marketing4Dynamics Administrator is in charge of setting up and configuring the solution.

Marketing4Dynamics User

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 [email protected]