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

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.