Online Library UX 365 Working with Security Roles | Page 12
Access to security roles is not available in the Unified Client Interface sitemap. To access security
roles, on the main toolbar of the Unified Client Interface, select the Settings icon . From the drop
down list, select Advanced Settings to open Settings in a new browser window that uses the legacy
client interface.
Navigate to Settings > Security. Select the menu item for Security Roles to open the list of security
roles by Business Unit. Select to open a security role where you can view the privileges granted to
that role. Note the various tabs across the top of each role, which include Details, Core Records,
Marketing, Sales, Service, Business Management, Customization, Missing Entities, Business Process
Flows, and Custom Entities. All UX custom entities are managed in the last tab, Custom Entities.
Dynamics CRM entities, such as account and contact records, are managed in the Core Records Tab.
Assigning security roles to a user
You can assign security roles to users to give them the necessary privileges and access levels for the
activities they perform in UX.
On the main toolbar of the Unified Client Interface, select the Settings icon . From the drop down
list, select Advanced Settings to open Settings in a new browser window that uses the legacy client
interface.
Navigate to Settings > Security. Select the menu item for Users to open the Enabled Users List
View. Click the check box next to the user where you want to assign security roles. Selecting a user
will activate the Manage Roles button on the list view toolbar. Select Manage Roles on the toolbar
to open the Manage User Roles dialog. Select or de-select the roles for the user and click OK to
close the dialog and return to the Enabled Users List View.
11