Dynamics | Assign security roles

Depending on the level of access a user needs, users can have one of four security roles in SMS for Dynamics - admin, user, read-only or  service. 

Security roles

• SMS for Dynamics Admin: An admin can use the full functionality of SMS for Dynamics across the organisation and update the settings in Configuration.
• SMS for Dynamics User: A user can send and receive messages but will not be able to update the settings in Configuration.
• SMS for Dynamics Read only: A read-only role can read sent and received SMS messages but will not be able to send SMS messages to anyone.
• SMS for Dynamics Service: The service role is for the ‘application user’ (for the app service itself to access the organisation to create records in Dynamics). This is not a human user.
  • The app requests access to the Common Data Service (CDS). This allows the SMS for Dynamics service user to create new records (Mobile Originated (MO) messages - meaning replies sent b ack to you. Granting access will automatically add a new user called SMS for Dynamics to your environment. You can verify that this user has the SMS for Dynamics Service role and the correct permissions.
  • The SMS for Dynamics user has been approved by Microsoft. 

Assign security roles to users

To assign security roles to users:

1. Navigate to the Power Platform admin center.
2. From the left-side navigation, click on Manage.
3. Click on Environments. 

4. Click on the more actions icon (⋯) and click on Settings.

   

5. Under the Users + permissions section, click on Users to manage user roles.

   

6. Locate the user you want to assign the role to, click on the more actions icon (⋯) and click Manage security roles.

   

7. Find the appropriate role (SMS for Dynamics Admin, SMS for Dynamics User, SMS for Dynamics Read only, SMS for Dynamics Service) and click Save to assign this role to the user - this allows the user to have the permissions required to use the app.
8. You can repeat this process for any users that you want to assign roles to, and revisit it at any time if you get new users on board.