> 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**.
* Select **Users.**
* Select user --> Click on **ellipsis** --> **MANAGE ROLES.**
* Click on any one of the **WhatsApp4Dynamics** security roles --> Click **OK.**
{% hint style="success" %}
For further queries, reach out to us at
{% endhint %}
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## 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, and the optional `goal` query parameter:
```
GET https://docs.inogic.com/whatsapp4dynamics/getting-started/set-up-security.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
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.