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Understand security roles

Use security roles to help protect data integrity and privacy and also to support efficient data access and collaboration. The security model:

• Provides a licensing model for users.

• Gives users access only to the information that they require to do their jobs.

• Allows the administrator to categorize users and teams by role and restrict access based on those roles.

• Supports data sharing so that users can be granted access to information they don't own but can collaborate on.

For more information about security roles, see Overview of security for Microsoft Dynamics CRM

For information about assigning a security role, see Manage users in the Administration Guide for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online.

See Also

Create or edit a security role

Copy a security role