# Set up Security

The first step is to assign security roles to users.

TextSMS4Dynamics has the following security roles:

{% tabs %}
{% tab title="TextSMS4Dynamics Administrator" %}
The user with **TextSMS4Dynamics** **Administrator** security role is in charge of setting up of the solution. They can setup the Twilio Account and integrate it with Dynamics 365 CRM, Create Configurations, Record Types, Customize Templates, etc.
{% endtab %}

{% tab title="TextSMS4Dynamics User " %}
The user with **TextSMS4Dynamics User** security role can only message with the customer and convert them into lead, opportunity, etc.
{% endtab %}
{% endtabs %}

{% hint style="info" %}
**Note:**

* It is necessary to assign any one of the above security roles to use TextSMS4Dynamics solution.
* System Administrator has all the rights that TextSMS4Dynamics administrator has.
  {% endhint %}

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

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FwD6EiDw5DDBOH1gdGLro%2Fsecurity%20role-1.png?alt=media&#x26;token=46a3987b-f8cb-4702-b1cd-d9036633deb9" alt=""><figcaption></figcaption></figure>

* Select **Users.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FZ58Pb5sWXUwjYERiIfDk%2Fsecurity%20role-2.png?alt=media&#x26;token=fc432347-54d8-471c-b37a-b8f55eb3cdec" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FxJJrRy8MnyRPToSnfDCf%2F5B.png?alt=media&#x26;token=3a378cef-c7f2-48c9-99bf-0c17a92030b2" alt=""><figcaption></figcaption></figure>

* Click on any one of the TextSMS4Dynamics security roles -> Click **OK**.

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