# 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 %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.inogic.com/whatsapp4dynamics/getting-started/set-up-security.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
