Dynamics | Assigning Security Roles

There are 4 security roles in SMS for Dynamics:

1. Admin - An admin can use the full functionality of SMS for Dynamics across the organisation. They can also update the settings in Configuration.

2. Service - This 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.

3. User - A user can send and receive messages but will not be able to edit the Configuration.

4. Read-only - A read-only role can read sent and received SMS messages but will not be able to send SMS messages to anyone.

How to assign security roles to users:

1. Go to Settings by clicking the cog in the top right corner, then select Advanced Settings:

2. Click the Settings dropdown, then Security and select Users:

3. Select the user you want to assign a role to and click Manage Roles:

4. Select the role you’d like to assign, then click OK:

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.