How To Manage Users (Dynamics ONLY)

Note: Please see our permission page to see the difference between an Admin User and a Review User - User Permissions.

How to access the Manager User section:

Select the 'Settings' cog and navigate to the 'Manage Users' tile.

How to use the Manage Users screen:

This window displays the existing MS Dynamics 365 CRM Users in your organisation/domain who has access to the DQ for Dynamics application. This section displays the following details:

• User Name
• First Name
• Last Name
• Phone
• Email
• Administrator (Active if role is assigned to the User): Admin will be able to modify the role access details.
• Reviewer (Active if role is assigned to the User): Admin will be able to modify the role access details.

Add User: You can click on the addition sign to give access to the DQ for Dynamics application from the existing CRM Users. The UI will appear:

Select User:

• From here, you can select the specific CRM User from the ‘Select ID’ dropdown.
• The User ID will be displayed in brackets next to the Email Address of the User.
• Now you can choose which rights to give the User; Admin or Reviewer. (Differences can be found here).
• First Name, Last Name, Phone and Email will be auto-populated in the grid after adding the MS Dynamics 365 CRM User.

NOTE: Records/groups can only be processed by the reviewer/admin that has been allocated to the record/group.