Online Library UX 365 Working with Security Roles | Page 3
Overview
UX 365 works with Microsoft Dynamics® CRM Security Roles to grant users access to those features
of UX needed to perform their job functions and to restrict them from those areas that do not
support their job function. During implementation, Protech will work with you to define the specific
security roles required for your users.
Security roles set the privileges and access levels a user has for the entities in specific areas of UX.
For more information, see UX security roles, below.
Important
All users must have the UX Core security role in order to access UX.
Do not make any changes to the default security roles deployed with your system.
This white paper covers the following main topics:
• UX security roles
• About privileges and access levels
• Access granted by UX security roles
• CRM security roles required for UX setup
• Accessing security roles
• Assigning security roles to a user
• About creating new security roles
UX security roles
Security roles simplify assigning the privileges and access levels to users. (Privileges are the types of
action that a user can perform on the records within an entity. Access levels control what level of the
organization where a privilege applies. For more information, see About privileges and access levels.)
Rather than setting up each individual user with the privileges and access levels that they need,
these privileges and access levels are already set in pre-defined security roles.
For example, the UX Meeting Manager security role defines the privileges and access levels for
entities in the Meetings module. If you assign this security role to users, then all of the pre-defined
privileges and access levels in the UX Meeting Manager security role will apply to those users. For
instructions on assigning security roles to users, see Assigning security roles.
In addition to standard Dynamics CRM security roles, UX 365 includes the following UX-specific
security roles:
• UX Core (assign to all users)
• UX Administrator
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