Assign a Security role to a user

To assign a role to a user in Dynamics 365:

1. Click on the setting gear on the right side of your navigation bar, then choose Advanced Settings from the dropdown menu to open the legacy web interface in a new browser window.

2. From the legacy navigation bar, go to Settings > System > Security.

3. Select Users to open your default users view.

4. Click in the checkbox () column to the left of the user name to select () users one at a time, or click the at the top of the view to select all users.

5. Click Manage Roles in the legacy command bar:

6. Select one or more roles for the user(s), then click OK.