Set up Security

The first step is to assign security roles to users.

TextSMS4Dynamics has the following security roles:

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.

TextSMS4Dynamics User

The user with TextSMS4Dynamics User security role can only message with the customer and convert them into lead, opportunity, etc.

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.

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

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

• Select Users.

• Select user -> click on MANAGE ROLES.

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

For further queries, reach out to us at [e-mail]