> 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

Here are the steps to assign security roles to CRM users:<br>

1. Go to admin.powerplatform.microsoft.com and open your environment. Then click **Users**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FO4vbWfnwgTFes6NQ08IU%2F1..jpg?alt=media&amp;token=a9abfc0e-f2ff-4af7-9412-6b9d34a07191" alt=""><figcaption></figcaption></figure>

2. Click the user you want to assign a security role to, and then click **Manage roles**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FxZmZmep0oVVBfBaokurx%2F2..jpg?alt=media&amp;token=4796e67d-3117-4e20-bb10-cbecc6db6d38" alt=""><figcaption></figcaption></figure>

3. Select the **WhatsApp4Dynamics Administration** security role and click **Save**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FzZLwDV5xnEP1qM8uhxVJ%2F3..jpg?alt=media&amp;token=c760fab6-4215-4570-996b-8e0b9635f403" alt=""><figcaption></figcaption></figure>

4. Select the **WhatsApp4Dynamics Manager** security role and click **Save**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FTgkNpuG9KlBamyVYroYV%2F4..jpg?alt=media&amp;token=4789d3ac-1b7e-45c6-9859-bed5b4134be7" alt=""><figcaption></figcaption></figure>

5. Select the **WhatsApp4Dynamics User** security role and click **Save**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FY8YWrPMAKh2QVRH2eXlJ%2F5..jpg?alt=media&amp;token=122d970d-6b1b-4776-9311-aebef887128c" alt=""><figcaption></figcaption></figure>

{% 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 %}

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