Set up Security
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WhatsApp4Dynamics has the following security roles:
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.
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.
For further queries, reach out to us at crm@inogic.com