Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Following guide provides a thorough walk-through on Dynamics 365 user role configuration to allow users to use eSignAnyWhere connector. This is a Dynamics procedure, so it can vary.

Table of Contents
stylenone

Open Environment settings in Power Platform Admin

Go to https://admin.powerplatform.microsoft.com and follow steps below

Figure

Description

image-20240821-144553.png

  1. Click on “Environments“

  2. Click on “…“ of the environment that you want to configure

  3. Click on “Settings“

Open User section

Figure

Description

image-20240821-144651.png

  1. Click on “Users + permissions“

  2. Click on “Users“

Open security role management

Figure

Description

image-20240821-144742.png

  1. Click on “…“ of the user that you want to configure

  2. Click on “Manage security role“

Configure the User

First of all, be sure that the user has a proper role that allows to see the Dynamics module configured with the connector

Figure

Description

image-20240821-144919.png

  1. Click on “eSignAnyWhere Admin“ or “eSignAnyWhere User“ role (*)

  2. Click on “Save”

(*): “eSignAnyWhere Admin“ role provides full access to all connector’s functionalities. “eSignAnyWhere User“ role has limited functionalities on:

...