# Set up Security

Subscription and Recurring Billing Management has the following two security roles:

{% tabs %}
{% tab title="Subscription Management Admin" %}
The **Subscription Management Admin** is given the right to configure as well as use Subscription and Recurring Billing Management solution.
{% endtab %}

{% tab title="Subscription Management User" %}
The **Subscription Management User** is given the right to use Subscription and Recurring Billing Management solution to automate generation of Invoices/Sales Orders, send reminders to overdue invoices , calculate delayed charge (penalty) and taxes for the same.
{% endtab %}
{% endtabs %}

{% hint style="info" %}
**Note: It is necessary to assign any one of the above security roles to use Subscription and Recurring Billing Management solution.**
{% endhint %}

Follow the steps below to assign security roles to users.

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

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MLfAMIZ2_pSQAMBQMui%2F-MLfGM_G5m8kXQSO3kZw%2Ff.png?alt=media\&token=66499aba-de4b-4b02-9236-c9f30bf60460)

* Select **Users**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MLfAMIZ2_pSQAMBQMui%2F-MLfGQeluJ0gl1_caM9n%2Fg.png?alt=media\&token=eadec480-0387-40b6-9af0-962784931ec5)

* Select **user** --> Click on **MANAGE ROLES.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-McDDo37MtWFRRzdl6HN%2F-McDFWZ6mVLE5fD75NxZ%2FSet%20Secu_1.png?alt=media\&token=2acd88d5-f548-4c69-a62c-2505593bb2fa)

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

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-McDDo37MtWFRRzdl6HN%2F-McDFePmdDLcwlBHkPv7%2FSet%20Secu_2.png?alt=media\&token=018be711-4d72-4f30-88f6-5bf3d23a2bf3)

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}
