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Set up Security

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 [email protected]

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