> 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/whatsapp4dynamics/getting-started/set-up-security.md).

# Set up Security

WhatsApp4Dynamics has the following security roles:

{% tabs %}
{% tab title="WhatsApp4Dynamics Administrator" %}
The user with **WhatsApp4Dynamics Administrator** security role is in charge of setting up the solution. They can setup the Twilio Account by using WhatsApp Business Account and integrate it with Dynamics 365 CRM, Create Configurations, Record Types, Customize Templates, etc.
{% endtab %}

{% tab title="WhatsApp4Dynamics User " %}
The user with **WhatsApp4Dynamics User** security role can only chat with the customer and convert the chat into a lead, opportunity, etc.
{% endtab %}
{% endtabs %}

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

* It is necessary to assign any one of the above security roles to use WhatsApp4Dynamics solution.
* System Administrator has all the rights that WhatsApp4Dynamics administrator has.
  {% endhint %}

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

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

<figure><img src="/files/j8e4e8d1LmvqzDkPXnMY" alt=""><figcaption></figcaption></figure>

* Select **Users.**

<figure><img src="/files/Ngde0qQtmEeO5S2YyMWM" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/Ikdqu608OfP8ezC8BXie" alt=""><figcaption></figcaption></figure>

* Click on any one of the **WhatsApp4Dynamics** security roles --> Click **OK.**

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