Set up Security

Next Best Action has the following security roles:

Next Best Action Administrator

The Next Best Action Administrator can configure and modify Next Best Action settings as needed.

Next Best Action User

The Next Best Action User can access and use the recommendations generated by the system and take actions on records. They cannot create or modify configurations.

Note: It is necessary to assign any one of the above security roles to use Next Best Action solution.

Using Power Platform

Here are the steps to assign security roles to CRM users:

• Go to Advanced Settings → System → Security → Users.

• Select user → Manage security roles.

• Click on any one of the Next Best Action security roles as per your business requirement → Click Save.

Using Classic UI

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.