> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/next-best-action/getting-started/set-up-security.md).

# Set up Security

**Next Best Action** has the following security roles:

{% tabs %}
{% tab title="Next Best Action Administrator" %}
The Next Best Action Administrator can configure and modify Next Best Action settings as needed.
{% endtab %}

{% tab title="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.
{% endtab %}
{% endtabs %}

{% hint style="info" %}
**Note: It is necessary to assign any one of the above security roles to use Next Best Action solution.**
{% endhint %}

### Using Power Platform

Here are the steps to assign security roles to CRM users:<br>

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

<figure><img src="/files/LC3c5spRYMAYXFUoxHGq" alt=""><figcaption></figcaption></figure>

* Select **user** → **Manage security roles**.

<figure><img src="/files/4NRpk7S9fvYl22FeK2aO" alt=""><figcaption></figcaption></figure>

* &#x20;Click on any one of the **Next Best Action** security roles as per your business requirement → Click **Save.**

<figure><img src="/files/0952SGHcwdrpK5XTCqzz" alt=""><figcaption></figcaption></figure>

### Using Classic UI

Here are the steps to assign security role to users.<br>

* Go to **Advanced Settings** --> **Settings** --> **Security**.

<figure><img src="/files/oOCrm72dy5Ym4kRJznS3" alt=""><figcaption></figcaption></figure>

* Select **Users.**

<figure><img src="/files/xfZnmClz11Kg5dzipX8d" alt=""><figcaption></figcaption></figure>

* Select user --> Click on **Manage Roles.**

<figure><img src="/files/ku7RuBayfREQFKZe86jX" alt=""><figcaption></figcaption></figure>

* Click on any one of the security roles --> Click **Ok**.

<figure><img src="/files/25Nb4DvJ2QGQ6NBd7xzX" alt=""><figcaption></figcaption></figure>
