Set up Security

WhatsApp4Dynamics has the following security roles:

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.

WhatsApp4Dynamics User

The user with WhatsApp4Dynamics User security role can only chat with the customer and convert the chat into a lead, opportunity, etc.

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.

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

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

• Select Users.

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

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

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