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

Open Environment settings in Power Platform Admin

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

Figure	Description

Figure	Description
Open	Click on “Environments“ Click on “…“ of the environment that you want to configure Click on “Settings“

Open User section

Figure	Description

Figure	Description
Open	Click on “Users + permissions“ Click on “Users“

Open security role management

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

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

• Solution settings change

• Data mapping change