{"id":3978,"date":"2020-08-31T18:35:55","date_gmt":"2020-08-31T13:05:55","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=3978"},"modified":"2024-12-13T14:30:17","modified_gmt":"2024-12-13T09:00:17","slug":"how-to-create-and-assign-security-templates-in-mappyfield-365","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/how-to-create-and-assign-security-templates-in-mappyfield-365\/","title":{"rendered":"How to Create and Assign Security Template in MappyField 365?"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-create-and-assign-security-templates-in-mappyfield-365\/#Step_1_Navigate_to_MappyField_365\" >Step 1: Navigate to MappyField 365<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-create-and-assign-security-templates-in-mappyfield-365\/#Step_2_Create_a_Security_Template\" >Step 2: Create a Security Template<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-create-and-assign-security-templates-in-mappyfield-365\/#Step_3_Assign_the_users_Map_Configured_users_to_Security_Template\" >Step 3: Assign the users (Map Configured users) to Security Template<\/a><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align:justify;\">\n<p>Nowadays data security plays a vital role in any company or organization. Every user needs to have a different level of security configuration and module access.<\/p>\n<p>Being a System Administrator, you can create multiple security templates to provide the different levels of access to the users as per their roles &#038; responsibilities in MappyField 365, our Dynamics 365 map integration.<\/p>\n<p>In this blog, we are going to make it easier for you to do the same! We are going to show how you can create a Security Template as per different levels of the organizational hierarchy and the user\u2019s role so they can perform the only necessary actions to keep the data secured and accurate and make data sharing safe and easy.<\/p>\n<p>Follow the below steps to configure the Security Template:<\/p>\n<p>&#8211; Create and configure the \u2018Security Template\u2019 (module access rights)<\/p>\n<p>&#8211; Assign the map configuration (user-based map configuration)<\/p>\n<p>&#8211; Assigning the security template to the individual map configuration<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_Navigate_to_MappyField_365\"><\/span>Step 1: Navigate to MappyField 365<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>After logging into Dynamics 365, click on \u201cMappyField 365\u201d from the Dynamics 365 apps dashboard.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/08\/Dynamics-365-apps-dashboard.png\" alt=\"Dynamics 365 apps dashboard\"><\/center><\/p>\n<p>From the <a href=\"https:\/\/www.appjetty.com\/dynamics365-mappyfield-365.htm\">MappyField<\/a> 365 navigation pane, click on the Security Configuration to create and manage the Security Template.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Create_a_Security_Template\"><\/span>Step 2: Create a Security Template<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>By clicking on the Security Configuration, you will redirect to the \u2018Active Security Configurations\u2019, here you can see the list of the security template if already created.<\/p>\n<p>To create a new \u2018Security Template\u2019, click on the + New button from the action ribbon.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/08\/Security-Template.png\" alt=\"Security Template\"><\/center><\/p>\n<p>Once you click on New, you will be redirected to the New Security Configuration page. First, insert the name of the new security configuration and then click on the Save button.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/08\/New-Security-Configuration.png\" alt=\"New Security Configuration\"><\/center><\/p>\n<p>After saving the template name, click on the Action Configuration tab for setting the security configurations.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/08\/Action-Configuration-tab.png\" alt=\"Action Configuration tab\"><\/center><\/p>\n<p>You will find the list of actions divided into two categories: \u201cInfobox Actions\u201d and \u201cBulk Actions\u201d. You can now select or deselect any action to provide accessibility to the users according to their roles.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/08\/Infobox-Actions.png\" alt=\"Infobox Actions\"><\/center><br \/>\n<center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/08\/Bulk.png\" alt=\"Bulk\"><\/center><\/p>\n<p>Once you\u2019ve selected the necessary actions for the template, click on the Save button to save the configurations.<\/p>\n<p>Now that you have created the templates, let\u2019s see how you can assign them to users for better data security.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_3_Assign_the_users_Map_Configured_users_to_Security_Template\"><\/span>Step 3: Assign the users (Map Configured users) to Security Template<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Under the template configuration, you can assign the users by navigating to the General tab. Here you will find the + New Map configuration for the selected security template using which you can assign to the users or you can also use Add the existing Map Configuration option for the same.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/08\/Assign-the-users.png\" alt=\"Assign the users\"><\/center><\/p>\n<p>By clicking on the Add Existing Map Configuration, the records of the map configurations will be available.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/08\/Existing-Map-Configuration.png\" alt=\"Existing Map Configuration\"><\/center><\/p>\n<p>You can assign the multiple map configuration records to the single Security Template. Select the record from the list and by clicking on the Add button, the records will be selected for the Security Template.<\/p>\n<p>You can also assign the Security Template to the users by navigating to Map Configuration Detail \u2192 Click on any specific configuration record.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/08\/Map-Configuration-Detail.png\" alt=\"Map Configuration Detail\"><\/center><\/p>\n<p>Under the General tab, you will find the \u201cSecurity Template Configuration\u201d option.<\/p>\n<p>In this way, the sales manager with dynamics administrator rights can manage the users and enable the access rights by configuring the security template as per the user wise configured map.<\/p>\n<p><em>All product and company names are trademarks\u2122, registered\u00ae or copyright\u00a9 trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.<\/em>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Nowadays data security plays a vital role in any company or organization. Every user needs to have a different level of security configuration and module access. Being a System Administrator, you can create multiple security templates to provide the different levels of access to the users as per their roles &#038; responsibilities in MappyField 365,&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-create-and-assign-security-templates-in-mappyfield-365\/\">Continue reading <span class=\"screen-reader-text\">How to Create and Assign Security Template in MappyField 365?<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":3980,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","_yoast_wpseo_twitter-image":"","inline_featured_image":false,"footnotes":""},"categories":[58],"tags":[],"class_list":["post-3978","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-crm","entry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Create and Assign Security Template in MappyField 365? - AppJetty<\/title>\n<meta name=\"description\" content=\"Nowadays data security plays a vital role in any company or organization. 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