[Applies to: Microsoft Dynamics CRM 4.0]

Assign a security role to a user

Can I do this task?

1. In the Navigation Pane, click Settings, click Administration, and then click Users.
2. In the list, select the user to whom you want to assign a security role A defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system..
3. On the More Actions menu, click Manage Roles. The security roles listed are those that have been created for the business unit associated with the user or users. Note that this means users can be assigned only the security roles for the business unit with which they have been associated.
4. In the Manage User Roles dialog box, select one or more of the security roles that you want to assign to the user or users, and then click OK.